Personal Assistant

Discovery Limited; Sandton; On-site; ZAR 200,000 - 350,000; Full time

Job summary

A leading company seeks a dedicated Personal Assistant to support a Financial Adviser in Sandton. The role requires strong administrative and communication skills, with at least 2-3 years of experience in the insurance sector. Responsibilities include diary management, client interactions, and administrative support. Ideal candidates will demonstrate initiative, reliability, and sound knowledge of the insurance industry.

Benefits

Attractive incentive and commission structure

Laptop provided

Own reliable transport

Cell phone

Qualifications

• Must have 2-3 years as a PA in the insurance industry.
• Knowledge of Discovery products is advantageous.
• Understanding of financial planning and insurance.

Responsibilities

• Provide administrative assistance and manage communication.
• Handle diary management and deal with clients.
• Provide quotes and resolve queries.

Skills

Administrative skills

Communication

Initiative

Organizational skills

Education

Matric with English

Business administration qualification

Tools

MS Office Suite

Job description

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.

Arears 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

Salary

• Basic salary
• Attractive incentive and commission structure

Other

• 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.