Administration Office Support/Secretarial

SUMMARY:
Administration Office Support/Secretarial

POSITION INFO:

 SECRETARIAL/ADMINISTRATION/OFFICE SUPPORT TO FINANCIAL PLANNERS,

 PRETORIA EAST. SALARY R13000-R15000 Depending on experience and skills.

 Pretoria East.

Job description

Support to Financial Planners in an office environment through general and client portfolio administration with executive duties to include, but not limited to:

Understand, execute and manage intermediary services as defined by the FAIS act.

Receive and execute tasks and instructions via email, electronic voice and telephone;

Prepare reports and correspondence, typing, data capturing and CRM;

Maintaining client relationship, liaison via email telephone etc;

Liaison with service providers, instructions to and management of their execution;

Keeping and execution of minutes, in meetings, conference calls or in client consultation;

Review and maintain ongoing instructions and client portfolios;

General influence to maintain a professional office environment.

Qualification and experience

A relevant bachelors qualification or at least matric with mathematics and/or commercial subjects such as accounting, economics etc;

Basic understanding of economics, financial markets, income tax and accounting;

Knowledge of insurance and investment administration and understanding of regulation;

Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills;

Afrikaans and English with good communication, verbal and writing skills;

Personal competencies

Tactful, patient, group orientated team player, methodical, detail conscious, accurate and tidy;

Able to operate independently;

Results orientated, energetic, productive and able to show initiative;

Ability to prioritise activities and adjust effectively;

Manage difficult situations calmly, with optimism and be resilient under pressure.

Contact us on----- for more information. Kindly send following documents to elma@staffworxrecruit.co.za /

• jobs@staffworxrecruit.co.za:

• Updated CV with starting and end dates of employment

• Copies of ID, Drivers, Certificates etc.

• References at each work

KINDLY ANSWER FOLLOWING QUESTIONS:

*Do you smoke?

*Typing speed?

*Do you have a driver’s licence and your own reliable transport?

• Are you working currently? If not please indicate your availibility / Notice Period

• Previous/Current salary earned?

• Salary Expectation?

• Where are you currently residing?

• Kindly indicate why you are currently in the market for a new career?

• Please consider your application unsuccessful, if you have not received a reply from us within 14 working days. Your CV will however be placed on our database for future positions.

NB! This job is now closed. You can apply for other jobs by uploading your CV.