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Gauteng: Personal Assistant To Financial Planners posted by HandPicked Recruitment






Date 2024-07-03
Job Title Personal Assistant To Financial Planners
Employer HandPicked Recruitment
More Information
Salary 0
Category Insurance And Investments
Location Gauteng
/ Gauteng

Job Summary

Minimum

Requirements:

  • 2+ years working experience within the same or similar role (insurance)
  • Must have knowledge and experience working with FAIS Act
  • Knowledge and/or experience working with Allan Gray, Ninety-One (previously Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund Manager), Sanlam Glacier, Stanlib, Investments
  • Computer literacy (MS Office, Teams) XPLAN experience would be beneficial
  • Working experience on CRM systems
  • Excellent communication skills (verbal and written)

 
Duties are, but not limited to:
Risk Management / Compliance as Administrator:

  • In all duties and tasks delegated, comply with all job-related requirements and standards of the
    • POPI Act
    • FIC Act
    • FAIS Act
    • TCF (Treating Customers Fairly)
    • Pension Fund Act
    • Long-term Insurance Act
    • Income Tax Act
    • COFI Act (when promulgated by Parliament)
    • Other appropriate legislation
  • Business register updates

 
Operations

  • Reception:
  • Effective and efficient reception duties
  • Manage and prioritize incoming and outgoing clients, guests, deliveries, and mail (Gatekeeping)
  • Instruct and assist Jabulani regarding daily deliveries
  • Telephone and switchboard (Stand by)
  • Answer telephone within four rings
  • Excellent telephone etiquette (externally, internally)
  • Filter and transfer calls
  • Taking and communicating messages – MS Teams

 

  • Personal Assistant to Financial Planners:
  • Use and update CRM system – currently XPLAN
  • Use Astute as and when needed
  • Making client appointments, confirming details (reason, time and place: online / boardroom / elsewhere) as and when needed

 
Please note:  Only shortlisted candidates will be contacted
Personal Assistant To Financial Planners position available in Gauteng, Gauteng. This job position was posted by HandPicked Recruitment. The job has been posted as a char8000 ad on 2024-07-03 at 01:00:27 in the Insurance And Investments category

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