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Johannesburg: PA / Sales Assistant posted by Elite Search

Johannesburg: PA / Sales Assistant posted by Elite Search

Company
Elite Search

Location
Gauteng

Job Type
Other Finance/Accounting

Job Description

Key Responsibilities

  • Assist with client proposals, presentations, renewals, and onboarding.
  • Coordinate with insurers for quotations, submissions, and policy terms.
  • Support client servicing (queries, renewals, endorsements, claims follow-up).
  • Manage CRM updates, sales pipeline tracking, and client engagement records.
  • Provide executive support to the head of Sales (calendar, travel, correspondence, reporting).
  • Maintain accurate documentation, records, and compliance requirements (FAIS, POPIA, FICA).

What We’re Looking For

  • Matric (Grade 12) essential; tertiary qualification in Finance/Business/Insurance advantageous.
  • 2–4 years’ experience in financial services, insurance, or client service/PA role.
  • Proficiency in MS Office & CRM systems; FAIS compliance (or willingness to achieve). Strong Excel skills.
  • Strong organisational, communication, and multitasking skills.
  • Proactive mindset with excellent use of initiative.
  • Professional, client-focused, and able to work independently or as part of a team.

What the company offers:

  • A supportive, people-first environment that values growth and collaboration.
  • High-performance teams in a professional but not overly corporate setting.
  • Exposure to international markets and leading trade credit solutions.
  • Opportunities to develop your career in financial services and insurance.

Ready to Apply?

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