Send an email about this job to a friend or to yourself. Our client based in Paarl, a leading independent financial services company is recruiting for an Executive Assistant to the MD. Requirements: Matric with at least 5 years, experience as a Personal Assistant, preferably, to the Financial Services industry OR a B-Degree with at least two-or-more years, experience as a Personal Assistant, preferably, but not limited to the Financial Services industry Must be computer literate on a basic to intermediary level on Microsoft Office software Must have excellent communication skills in Afrikaans and English Must have excellent interpersonal, time management and organizational skills Must be able to work independently with the ability to multitask and prioritize workloads Must have the ability to follow established processes Own transport and cell phone is mandatory. Responsibilities: Keeping of electronic diary and organizing the advisor’s time management Preparing of reports, presentations, and other correspondence Coordinate engagements and events, keeping of notes, scheduling of meetings, booking of venue’s etc First point of contact with client enquiries Maintain client relations Record keeping of client data on relevant data base system Preparation of client files according to legislation Liaising with staff and suppliers when necessary Attending to client consultations for new business and service-related needs Maintaining of existing business Developing and presenting financial planning recommendations and/or alternatives to clients To have a holistic approach to financial advice Establishing and defining a professional relationship with clients Analyzing and evaluating of financial information The implementation of financial planning recommendations The monitoring of the financial planning recommendations Oversee the administration of a financial planning practice, including but not limited to compliance, revisions, marketing opportunities, etc. Please send cv, qualifications, references, salary expectation and photo to: desmaine@vinerecruitment.co.za Vine Recruitment was established in 2008 and has shown remarkable growth. Our name represents the beautiful Winelands area we call home and our goal is to give personal attention to each individual and client. The word Vine comes from Grape-Vine, a word that symbolizes communication and spreading the news. Vine Recruitment is about communication and our focus is to build lasting relationships with our clients and candidates. The vine symbolizes growth and we strive to offer individuals and our clients the opportunity for growth and development. We take pleasure in providing personal service to you, our clients and candidates, and our ultimate goal is to meet your needs. #J-18808-Ljbffr