PA / Administrator to Senior Financial Broker

Umhlanga, KwaZulu Natal
Posted more than 30 days ago
Company:
GJM Ultra Brokers
Company Description:
GJM Ultra Holdings is an independent, specialist financial brokerage. We offer financial planning, asset management, short term insurance, tax and estate planning functions to medical billing, credit control and payroll to medical practitioners.
Contract Type:
Permanent
Experience Required:
2 years
Education Level:
Grade 12
Gender:
Any
Age:
23 to 40 years
Number of vacancies:
1

Job Description

Job Title: PA / Administrator to General Manager

Job Summary:
The secretary will be responsible for providing efficient and effective administrative support to the Senior Financial Advisor, ensuring smooth operations and contributing to the overall success of the department. The Secretary/Personal Assistant will perform a variety of tasks, including managing calendars, coordinating meetings, maintaining records, handling correspondence, and assisting with general office management duties. The ideal candidate should possess excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.

Duties and Responsibilities:
- To provide full secretarial and administrative services to the Senior Financial Advisor.
- To maintain client service excellence.
- Excellent communication skills (written and spoken).
- Good telephonic skills.
- Able to work under pressure.
- Able to manage the daily diary for the broker.
- Schedule appointments for medicals for clients

Minimum Requirements:
- Grade 12 or NQF level 4
- National Secretarial Certificate/Diploma in Office Administration, NQF 5 preferable.

Experience:
- 1 - 2 Years relevant secretarial and administrative experience in long term insurance.
- Proficient in Microsoft Office and Outlook Office Suite

If you meet the above requirements and are passionate about admin, we'd like to hear from you!

Note: Only shortlisted candidates will be contacted for further selection.

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