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Executive Portfolio Administrator / PA - Insurance in Gauteng - Cora O'Neil Recruitment Agency

Cora O'Neil Recruitment Agency

Cora O'Neil Recruitment Agency is a dynamic recruitment agency specializing in the provision of personnel in all sectors. We aim to fully understand both the client’s and the candidate’s needs and satisfying such need in the best way possible with fast and friendly service, at a below market fee to the client. We offer various Terms & Conditions Options to meet all our clients' needs. Recruiter from sector Professional services, located in Gauteng, From 1 to 10 workers

    About this job ad 29 August

    Salary

  • Negotiable
  • Province

  • Pretoria, City of Tshwane, Gauteng
  • Description


  • Olympus, Pretoria: EXECUTIVE CLIENT PORTFOLIO ADMINISTRATOR / PERSONAL ASSISTANT (INSURANCE/FINANCIAL)
    Minimum Requirements:
    -Female
    -Fully bilingual in Afrikaans and English (Afrikaans and English first and second languages)
    -Matric / Grade 12 (With Mathematics and/or Commercial subject e.g. Accounting, Economics etc.)
    -Relevant bachelor’s qualification (B.Com) advantageous
    -Basic understanding of economics, financial markets, income tax and accounting
    -Knowledge of insurance and investment administration and understanding of regulation
    -Computer literate in MS Office
    -Understanding of CRM system
    -Excellent and accurate typing skills
    -Excellent communication skills in Afrikaans and English, verbal and written
    -Tactful, group orientated team player
    -Detail conscious, accurate and neat
    -Ability to operate independently
    -Ability to prioritise activities and adjust effectively
    -Manage difficult situations calmly and be resilient under pressure
    -Non smoker
    -Valid driver’s license and own reliable transport
    -Stable employment record
    -Well presented and professional
    -To start as soon as possible
    Duties:
    -Reception and Personal Assistant duties
    -Administrative and secretarial support to Financial Planners in office environment through general and client portfolio administration with executive duties
    -Understand, execute and manage intermediary services as defined by the FAIS Act
    -Receive and execute tasks and instructions via e-mail, electronic voice and telephone
    -Prepare reports and correspondence, typing, data capturing and CRM
    -Maintaining client relationship, liaison via e-mail, telephone etc.
    -Liaison with service providers, instructions to and management of execution
    -Keeping and execution of minutes in meetings, conference calls or client consultations
    -Review and maintain ongoing instructions and client portfolios
    -General influence to maintain a professional office environment
    Salary: R 10 000.00 gross (Negotiable depending on relevant experience)
    E-mail detailed CV to ******************* and indicate Reference CR1507 and your salary expectation. (Also forward a recent photograph and Reference letters if possible)
    APPLICATIONS NOT MEETING ALL REQUIREMENTS WILL BE DELETED.

  • Number of vacancies: 1
  • Requirements

  • Minumun level of education: Grade 12 /N4 (Matric)
  • Years of experience: 3
  • Language(s): English ,Afrikaans
  • Availability for travel: No
  • Availability for change of residence: No

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Ad summary

  • Executive Portfolio Administrator / PA - Insurance in City of Tshwane, Gauteng

  • Recruiter

    Cora O'Neil Recruitment Agency
  • Work type

    Full Time

  • Type of contract

    Permanent contract

  • Salary

    Negotiable

  • Apply now

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