Personal Assistant (Insurance)

Vine Recruitment; Paarl; On-site; ZAR 20 000 - 40 000; Full time

Job summary

An established industry player is seeking a Personal Assistant to support the MD in a dynamic insurance environment. This role requires a proactive individual with strong organizational skills and proficiency in Microsoft Office. You'll manage schedules, prepare essential documents, and serve as the first point of contact for clients. If you thrive in a fast-paced setting and have a passion for providing exceptional support, this is the opportunity for you. Join a team where your contributions will help shape financial planning strategies and enhance client relationships.

Qualifications

• 5+ years as a Personal Assistant in Financial Services or a B-Degree with 2+ years.
• Proficient in Microsoft Office and excellent communication skills.

Responsibilities

• Manage the MD’s electronic diary and organize schedules.
• Prepare reports, presentations, and maintain client relationships.

Skills

Microsoft Office

Communication Skills

Interpersonal Skills

Time Management

Organizational Skills

Multitasking

Education

Matric

B-Degree

Job description

Personal Assistant (Insurance) position available in Paarl.

Our client, an Insurance company in Paarl, is looking for a Personal Assistant to the MD.

Minimum Requirements:

1. Matric with at least 5 years' experience as a Personal Assistant, preferably in the Financial Services industry OR a B-Degree with at least two or more years' experience as a Personal Assistant, preferably in the Financial Services industry
2. Proficient in Microsoft Office software at a basic to intermediate level
3. Excellent communication skills in Afrikaans and English
4. Strong interpersonal, time management, and organizational skills
5. Ability to work independently, multitask, and prioritize workloads
6. Ability to follow established processes
7. Own transport and cell phone are mandatory

Duties and Responsibilities:

1. Manage electronic diary and organize the advisor’s schedule
2. Prepare reports, presentations, and correspondence
3. Coordinate engagements and events, including scheduling meetings and booking venues
4. Serve as the first point of contact for client inquiries
5. Maintain client relationships
6. Record client data on relevant database systems
7. Prepare client files in accordance with legislation
8. Liaise with staff and suppliers as needed
9. Assist with client consultations for new business and service needs
10. Maintain existing business relationships
11. Develop and present financial planning recommendations or alternatives to clients
12. Adopt a holistic approach to financial advice
13. Establish and maintain professional relationships with clients
14. Analyze and evaluate financial information
15. Implement financial planning recommendations
16. Monitor the progress of financial plans
17. Oversee administration of the financial planning practice, including compliance, revisions, and marketing opportunities