Executive Assistant Investments (Paraplanner)

Exceed Human Resource Consultants; Wes-Kaap; In loco; ZAR 180.000 - 240.000; Tempo pieno

Descrizione del lavoro

Exceed Human Resource Consultants is seeking an accomplished administrative professional to support financial advisors in the Wes-Kaap region. You will act as the main conduit between advisors, product providers and clients, ensuring accurate quotations and timely contract administration.

The role requires strong communication, excellent time management, and the ability to manage multiple priorities while upholding high professional standards.

Competenze

• NQF Level 5 or higher qualification relevant to finance/administration.
• Strong written and verbal communication capabilities.
• Excellent time management and ability to handle multiple priorities.
• Proficient computer skills and basic finance knowledge.
• Self-motivated with leadership qualities and a professional approach.
• Aligned with integrity, excellence and growth values.

Mansioni

• Provide administrative and operational support to financial advisors.
• Act as the link between advisors, product providers and clients.
• Build and maintain strong client relationships.
• Prepare quotations for new and existing clients.
• Manage issuing of new contracts, renewals and amendments.
• Ensure clients receive consistent, professional service.
• Assist the Director with ad hoc requests and administrative tasks.

Conoscenze

Communication

Time management

Organisational skills

Leadership

Self-motivation

Client relations

Formazione

NQF Level 5 or higher

RE5 qualification advantageous

Strumenti

MS Office

Descrizione del lavoro

Reference:11385 MB

Consultant:Marié Bosman

Job Description:

• Provide administrative and operational support to financial advisors.
• Act as the key link between advisors, product providers and clients.
• Build and maintain strong professional relationships with clients.
• Prepare quotations for new and existing clients.
• Manage the issuing of new contracts, renewals and amendments.
• Ensure clients receive a consistent and professional level of service.
• Assist the Director with ad hoc requests and administrative tasks.

Qualifications:

• NQF Level 5 (Higher Certificate) or higher.
• RE5 qualification and previous industry experience are advantageous.
• Strong written and verbal communication skills.
• Excellent time-management and organisational skills with the ability to manage multiple priorities.
• Strong computer skills.
• Self-motivated with natural leadership qualities.
• Positive, professional and committed to producing high-quality work.
• Strong alignment with values of integrity, excellence and growth.