About the job

Job Description: Personal Assistant to Financial Planner (Work from Home)

Overview: We are seeking a highly organized, detail-oriented individual to assist a Financial Planner in the insurance/financial sector. Experience in this field is beneficial but not required. The role demands precision, efficiency, and the ability to work under pressure.

Key Responsibilities:

• Administrative Tasks:

• Manage documents, files, and records accurately.
• Proficient in Excel, Word, and related programs.

• Time Management:

• Arrange the advisor's diary, manage advisor's emails, and delegate tasks accordingly.
• Handle multiple tasks efficiently under pressure.
• Structure work with dedicated time for emails and other tasks.

• Client Interaction:

• Liaise with clients, address queries, and gather necessary information.
• Provide excellent customer service.

• Insurance Support:

• Follow up on claims and queries, manage policy changes, and liaise with insurers and clients.

• Data Entry:

• Capture applications, complete forms, and draw comparative quotations accurately.

Requirements:

• Attention to Detail: Details are crucial; spelling accuracy is a must.
• Compliance: Compliance is essential in our business.
• Administrative Strength: Strong administrative skills and prioritizing abilities are vital.
• Persistence: Never accept the first "no" without further inquiry.
• Remote Work Capability: Work effectively from home, set boundaries, and manage your time well.
• Proactivity: Take initiative, understand tasks, and act accordingly.
• Technical Skills: Ability to work on various online systems.
• Software Proficiency: Skilled in using Excel, Word, and related programs.
• Communication Skills: Strong written and verbal communication in Afrikaans and English.
• Confidentiality: Handle sensitive information with discretion and integrity.
• Problem-Solving: Analytical skills and proactive problem-solving abilities.
• Customer-Focused: Maintain a client-centric approach to ensure customer satisfaction.

APPLY HERE: North Financial Service