Personal Assistant

Sandi Crowther Recruitment

Western Cape

Full-time

Posted 1 hour ago

Full-time Admin & Office Support

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Job Description

SUMMARY:

Gillitts. An opportunity exists for a versatile and service-driven Personal Assistant to join a company in the financial planning industry. This role will suit someone who enjoys a varied working day, is comfortable juggling different responsibilities and can provide both personal and business support in a less corporate environment.

POSITION INFO:
Responsibilities will include: Providing general personal and business support as required Managing office administration and assisting with client relationship management Assisting with pension and provident fund servicing Handling premium collection and payment processes Providing administrative support for life assurance, insurance and investment products Assisting with healthcare servicing Supporting clients with claims, annual reviews and new business applications Requirements: Minimum Matric Previous administration / PA experience Excellent communication skills Proficiency in Microsoft Excel and Word Professional telephone etiquette A strong customer service focus Ability to multitask, prioritise and manage a variety of responsibilities A flexible, hands-on approach