Personal Assistant to Financial Planner

SUMMARY:
- POSITION INFO:

Personal Assistant to Financial Planner Paarl Well-established Financial Services client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven individual who thrives in a professional environment. PLEASE NOTE THIS IS A OFFICE POSITION - NOT WORK FROM HOME OR HYBRID Position: Permanent Salary: R10 000 – R25 000.00 CTC (Depends on experience) Working Hours: 8am to 16:30 (Mon to Fri) Minimum Requirement: Grade 12 with an Office or Business Management qualification At least 5+ years experience in Office Administration or Financial Services Administration in a Financial Service environment Excellent computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems Must have excellent planning, organising and time management skills Must be an analytical thinker with a passion for administration Excellent communication and people skills Must be detail-orientated and have the ability to use initiative Key Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc Liaise with suppliers and action policy changes Compile & keep product information Provide administrative support to ensure efficient client relationships Please apply online FROGG Recruitment