Pretoria: Administrator/Personal Assistant

Date	2024-06-11
Job Title	Administrator/Personal Assistant
Employer	More Information
Salary	R240 000 Monthly
Category	Admin Clerical Secretarial
Location	Tshwane / Pretoria

Job Summary

Minimum

Requirements:

Grade 12 or equivalent Tertiary qualification in Finance or Administration Experience working on a CRM system, preferably XPLAN Experience working on Astute will be beneficial

Duties:

Reception: Stand in occasionally when receptionist is on leave or in training. 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 Making client appointments, confirming details Confirming client appointments as and when needed Servicing several alphabet letters (all surnames starting with) ±25% of client files currently Calling and receiving client calls Keeping records on CRM & shared drive. Handling client queries/requests / instructions. Involving planner when advice and / or intermediary service required Load and update client information (CRM and Product Providers) Servicing several alphabet letters (clients) Demonstrate a proper understanding of administrative processes Preparing for client appointments (prospects, new and existing clients). This includes administrative preparations for financial planning, reviews, and other appointments up to the stage where the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during client appointments at the office e.g., making ID copies Executing administrative part of implementation on instructions from the planner, post-client appointments Preparing and submitting product provider forms using product provider online systems Record keeping on both CRM and shared workspace CRM tasks create, execute, complete CRM workflows initiate, follow all steps, complete Consultant: Monique Coetzee – Dante Personnel Pretoria Silver Lakes

View Job Pretoria: Recruitment Consultants Needed Asap (Commission): posted by AtripleA recruitment & temps

Administrator/Personal Assistant position available in Tshwane, Pretoria. This job position was posted by . The job has been posted on 2024-06-11 in the Admin Clerical Secretarial category

Click Go Apply to apply online!

You might also like to look at the available jobs in the same area.

Select one of the buttons below to browse for more available jobs.

Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.

We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.

Here are some more related positions