Offer description

Our company is looking for an office assistant to be responsible for handling clerical tasks in our office. You will be handling incoming phone calls and other communications, greeting clients and visitors, as well as managing files, updating paperwork and other documents, and performing other general office clerk duties and errands.

In order for you to be selected as a candidate, you will need the ability to write clearly and be proficient with word processing applications. A pleasing personality with strong communication skills is also highly valued.

Responsibilities:

Handling incoming calls and other communications.

Managing filing system.

Recording information as needed.

Greeting clients and visitors as needed.

Updating paperwork, maintaining documents, and word processing.

Helping organize and maintain office common areas.

Performing general office clerk duties and errands.

Organizing travel by booking accommodation and reservation needs as required.

Coordinating events as necessary.

Maintaining supply inventory.

Maintaining office equipment as needed.

Aiding with client reception as needed.

Experience as a virtual assistant.

Creating, maintaining, and entering information into databases.

Requirements

• Minimum education level: Grade 10 /N2
• Language(s): English
• Availability to travel: No
• Availability of change of residence: No

August 5

About MMATSHEPO FINANCE

To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Knowledge of mutual funds, securities, and insurance industries.
Proficient in Word, Excel, Outlook, and PowerPoint.
Comfortable using a computer for various tasks.
Experience providing quality financial advice
Advising strategies for clients in insurance coverage, investment planning, cash management, and other a...

To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Knowledge of mutual funds, securities, and insurance industries.
Proficient in Word, Excel, Outlook, and PowerPoint.
Comfortable using a computer for various tasks.
Experience providing quality financial advice
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.