Secretary / Personal Assistant

Recruiter:

Ultra Personnel

Job Ref:

JHB000375/Yolan

Date posted:

Tuesday, August 16, 2022

Location:

Johannesburg, South Africa

Salary:

2345 Monthly

SUMMARY:
Independent financial brokerage based in Bedfordview has an opportunity available for an experienced PA / Secretary to the MD.

JOB DESCRIPTION:

Matric with a Secretarial Diploma / Certificate or similar
Insurance industry qualifications would secure
Minimum 5 years secretarial and admin experience within the insurance sector is essential.
Must have experience liaising with Brokers on a daily basis (short term and / or life)
Assist the MD by collating and interpreting sales figures and graphs on a weekly basis
Arrange regular management meetings with Departmental heads and Brokers
Co ordinate and implement new systems and processes for Departmental Managers and Brokers
Attend sales meetings and take minutes
Assist by implementing new processes and systems to streamline workflow and weekly reporting system
Respond to telephone messages and emails received from clients and internal management
Diary control, arranging meetings and booking appointments
Attend to travel arrangements - flights, accommodation, visas etc.
Manage Key Account client files for MD
Attend to the “insurance / portfolio analysis” and prepare relevant documents before meetings
Attend to client queries / calls and emails on behalf of MD
Attend to emails / calls from various insurance providers
Manage personal filing systems i.e. medical aid, insurances, legal, properties etc.

This position requires excellent communication skills, a mature and professional approach and the ability to cope in a pressurized environment
Valid drivers and own transport is essential

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

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