professional assistant – office administrator

  • Full Time
  • Umhlanga, North Suburbs, South Africa

Govnet Recruits

Exciting opportunity exists of a dynamic individual to join a financial planning practice as a professional assistant/ office administrator

-the ideal candidate must have at least 5 years experience in the financial planning industry

– must have a keen knowledge of the systems and processes

– RE 5 preferential

– a loyal , independent , professional person

– well spoke , presented and high level of written communication

– experienced in dealing with HNW , practice management and team performance management and output.

– some level of call center management / experience in managing teams would be ideal

duties include

– professional aid to the senior planner

– timeous , professional execution of clients enquiries and servicing requests

– basic updates to existing portfolios

– responding to all enquiries in / feedback out

– effective compliance management

– seeking out opportunities within the existing clientele book-

– basic marketing / social media promotions

– running new business campaigns

-effective production management

– overseeing / supervising suboardinates involved in telemarketing / electronic marketing

– ensuring maximum output from the team as a whole ensure all targets and goals are met.

Remuneration will include a market related salary + production based incentive / commission

Should the above be a description of your skills , experience and attributes – kindly email a concise CV to [email protected]discovery.co.za

should you not receive correspondence within 10 days you may consider your application unsuccessful.



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