Job Description
About the Role
As a Personal Assistant to two Financial Advisors at PlaceTalent, you will provide comprehensive administrative support and ensure seamless day-to-day operations. You will work closely with the team to deliver exceptional client service, manage multiple priorities, and maintain accurate records.
Key Responsibilities
- Providing full administrative and PA support to two Financial Advisors
- Managing diaries, scheduling appointments, and coordinating meetings
- Handling client correspondence and queries professionally
- Preparing and submitting documentation for new business, amendments, and reviews
- Liaising with product providers, insurers, and internal stakeholders
- Maintaining accurate client records and compliance documentation
- Capturing, updating, and managing client data on internal systems
- Assisting with reports, presentations, and general office administration
Requirements
- Previous experience in a Personal Assistant / Administrator role
- Experience within financial services, insurance, investments, or wealth management
- Experience working on the Avalon and Salesforce is preferred
- Strong organisational and time-management skills
- Excellent verbal and written communication skills
- High level of professionalism and confidentiality
- Proficient in MS Office (Outlook, Word, Excel)
- Ability to work independently within a hybrid working model
Qualifications
(None mentioned)
Salary & Benefits
(None mentioned)
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Client Services/Sales Support Jobs in Gauteng
In Gauteng, South Africa, the client services and sales support sector is a common field with a steady demand for professionals who can provide exceptional customer service and administrative support to businesses. Typically, this industry is characterized by a mix of freelance and in-house roles, with many opportunities available across various sectors.
Salary ranges for client services and sales support positions in Gauteng are generally broad, depending on factors such as experience, company size, and industry sector. Typically, entry-level positions may start within the range of R400 000 to R600 000 per annum, although this can vary widely. More experienced professionals can expect salaries ranging from R800 000 to R1,200 000 per annum or more. However, it is essential to note that these figures are only general guidelines and may not reflect actual salaries for specific companies or roles.
Common skills required for client services and sales support roles include excellent communication and interpersonal skills, the ability to work independently and as part of a team, proficiency in Microsoft Office applications, strong organisational and time management skills, and often, knowledge of CRM software and other industry-specific tools. Typically, candidates with experience in customer-facing roles or administrative positions tend to be well-suited for these types of jobs.
Many industries commonly employ client services and sales support staff, including financial services sector, technology industry, manufacturing sector, and more. These professionals may provide support to sales teams, manage customer relationships, and assist with administrative tasks such as data entry and record-keeping.
In terms of career development, client services and sales support roles can serve as a stepping stone for those looking to transition into more senior positions or pursue related careers in human resources, marketing, or business development. Typically, professionals who excel in these roles may be considered for promotions or transfer opportunities within their current organisation.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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