Personal Assistant

Discovery Limited; City of Johannesburg Metropolitan Municipality; Hybrid; ZAR 50 000 - 200 000; Full time

Job summary

A global insurance company is seeking a full-time Personal Assistant to a Financial Adviser in Johannesburg. Responsibilities include managing communications, diary management, and providing administrative support. Candidates must have 2-3 years of PA experience in the insurance sector, strong communication, and organizational skills. A relevant qualification in business administration is advantageous. The role offers market-related salary and an attractive commission structure, along with opportunities for future growth.

Benefits

Attractive incentive and commission structure

Laptop/Desktop provided

Qualifications

• Minimum 2-3 years experience as a PA in the insurance industry.
• Experience in diary management.
• Reliable, time conscious and efficient in daily tasks.

Responsibilities

• Provide administrative assistance to a Financial Adviser.
• Manage communications and handle diary management.
• Cold-call clients and resolve queries.

Skills

Strong communication skills

Organizational skills

Clerical skills proficiency

Ability to take initiative

Attention to detail

Education

Matric with English

Relevant qualification in business administration

Tools

MS Office Suite

Job description

About the job

Company Description

Discovery Limited is a global company focused on health, life, banking, investments and short-term insurance operations. The company is dedicated to enhancing lives and promoting social good through its innovative Vitality programme. Discovery operates in multiple countries worldwide, upholding values of leadership, honesty, innovation, and fairness, and striving to be the best shared value insurance organisation globally.

Role Description

This is a full-time office-based position for a Personal Assistant to a Financial Adviser. The Personal Assistant will be responsible, but not limited to, providing administrative assistance, managing communication, handling diary management, dealing with clients, providing quotes, resolving queries, setting up reviews, cold-calling and utilizing clerical skills. This role is primarily located in Sandton, but a hybrid model can be discussed after the probation period. There are of space for future growth within the position.

Areas of responsibility, and requirements (may include but not limited to)

• Strong personal assistance an administrative skills
• Strong communication skills
• Ability to take initiative
• Willing to learn and be upskilled
• Self-motivated, dedicated and hard-working
• Experience in diary management
• Clerical skills proficiency
• Organizational skills and attention to detail
• Ability to maintain confidentiality and professionalism
• Must be able to operate in a fast-paced environment
• Reliable, time conscious and efficient in daily tasks

Education And Experience

• Minimum: Matric with English
• Non-negotiable: minimum 2-3 years experience as a PA in the insurance industry
• Advantageous: relevant qualification in business administration or related field
• Knowledge of Discovery products would be a strong advantage
• Sound knowledge of Insurance Industry (Short Term, Health, Risk & Investment)
• Knowledge of the business process
• An understanding of financial planning and insurance
• Knowledge of MS Office Suite
• Sales experience will be advantageous

Salary

• Market related basic salary
• Attractive incentive and commission structure with multiple possible additional income streams.

Other

• Own, reliable transport
• Cell phone
• Laptop/Desktop to be supplied

Please do not apply for this role if you do not meet the requirements and experience.