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 industryOR a B-Degree with at least two-or-more years, experience as a Personal Assistant, preferably, but not limited to the Financial Services industryMust be computer literate on a basic to intermediary level on Microsoft Office softwareMust have excellent communication skills in Afrikaans and EnglishMust have excellent interpersonal, time management and organizational skillsMust be able to work independently with the ability to multitask and prioritize workloadsMust have the ability to follow established processesOwn transport and cell phone is mandatory.Responsibilities:Keeping of electronic diary and organizing the advisor’s time managementPreparing of reports, presentations, and other correspondenceCoordinate engagements and events, keeping of notes, scheduling of meetings, booking of venue’s etcFirst point of contact with client enquiriesMaintain client relationsRecord keeping of client data on relevant data base systemPreparation of client files according to legislationLiaising with staff and suppliers when necessaryAttending to client consultations for new business and service-related needsMaintaining of existing businessDeveloping and presenting financial planning recommendations and/or alternatives to clientsTo have a holistic approach to financial adviceEstablishing and defining a professional relationship with clientsAnalyzing and evaluating of financial informationThe implementation of financial planning recommendationsThe monitoring of the financial planning recommendationsOversee 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.zaVine 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