Personal Assistant

Discovery Limited; Gauteng; On-site; ZAR 150,000 - 240,000; Full time

Job summary

A leading company focused on health, life, and insurance is seeking a full-time Personal Assistant to support a Financial Adviser in Sandton. The ideal candidate will possess strong administrative abilities, excellent communication skills, and a background in the insurance sector. This role demands reliability and proficiency in managing various tasks while maintaining confidentiality. Candidates should have a minimum of 2-3 years' experience as a PA within the insurance industry, along with relevant qualifications.

Benefits

Attractive incentive and commission structure

Cell phone

Laptop to be supplied

Qualifications

• Minimum 2-3 years experience as a PA in the insurance industry.
• Knowledge of Discovery products and the insurance industry is advantageous.

Responsibilities

• Providing administrative assistance and managing communication.
• Handling diary management and dealing with clients.
• Providing quotes and resolving queries.

Skills

Personal assistance

Administrative skills

Communication skills

Initiative

Organizational skills

Confidentiality

Proficiency in clerical skills

MS Office Suite

Education

Matric with English

Relevant qualification in business administration

Job description

Company Description

Discovery Limited

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 for, 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.

Areas of Responsibility and Requirements

• Strong personal assistance and 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
• Proficiency in clerical skills
• Organizational skills and attention to detail
• Ability to maintain confidentiality and professionalism
• Ability 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 the insurance industry (Short Term, Health, Risk & Investment)
• Knowledge of the business process
• An understanding of financial planning and insurance
• Knowledge of MS Office Suite

Salary and Benefits

• Basic salary
• Attractive incentive and commission structure
• Own, reliable transport
• Cell phone
• Laptop to be supplied

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