- Pretoria East
- Salary: R5 000.00 - R15 000.00 Per Month (Negotiable)
- Bonus: Will be discussed in interview.
- Job Type: Permanent
- Sectors: Admin
- Benefits: Training Maternity Leave
- Reference: 2150155
Vacancy Details
Employer: Envestpro
We are seeking a highly organized and proactive Personal Assistant to support three of our Financial Advisors. The ideal candidate will manage administrative tasks, client communications, and schedule coordination to ensure the smooth operation of the advisors' practice.
Key Responsibilities:
- Manage and organize the Financial Advisor’s calendar, including scheduling appointments and meetings.
- Handle incoming calls and emails, providing excellent customer service to clients.
- Prepare and process documentation, including client records and financial reports.
- Assist with the preparation of presentations and client portfolios.
- Maintain confidentiality of sensitive information.
- Perform other administrative duties as assigned.
Candidate Requirements
- Strong organizational and time-management skills.
- Excellent communication and interpersonal abilities.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Ability to handle multiple tasks and prioritize effectively.
- Discretion and confidentiality are essential.
- Grr12 certificate
- Own vehicle
123 people have applied for this job. 814 people have viewed this job.
About Envestpro
Envestpro was established in 1998 as a tied advisory intermediary business. Envestpro serves clients through the recruitment of talented individuals and empowering them into building successful financial planning practice.
Envestpro has grown from a single person business in 1998 to, now in 2022, serving over 285 financial Advisors across South Africa. Envestpro has 2 Office centres in Johannesburg namely Midrand and Fourways. Envestpro also has 2 offices in Pretoria East. Our Coastal offices are in Durban, Gqeberha (PE) and Cape Town. We also have presence in Umthata and other outlying areas.
Through our intermediary force we now serve over 38,000 clients and are responsible for intermediating over 12 Billion rand in clients assets. Our End-to-End financial service ensures that we take care of all our clients’ financial needs under one roof. Our services include Wills and Estate Planning, Short and Long Term Investing, Retirement and Legacy Planning, Family Protection, Health and Medical Planning, Short Term Insurance and Solutions for Business including Corporate Benefits, Commercial Insurance and Business Continuity Planning. These services are underpinned by a dedicated team of support staff who strive to deliver exceptional services. Our differentiator is not only our service offering but also our Training and Development.
Envestpro is focused on empowering our advisory force through best in industry training and continuous development. We are able to take complex knowledge and distil it into easy-to-understand methodologies that have been proven to help clients create wealth. Our Envestpro Client Strategy© methodology has helped Envestpro to become one of the largest Tied Intermediary forces in South Africa. Most of our existing and new Financial Advisors have achieved double digit growth continuously over long periods of time. Envestpro Advisors are continuously winning awards and outperforming many their peer group advisors. Our commercial success is underpinned by our Purpose statement of “Changing Lives”. We believe that good people make good advisors. Our culture and values are more important to us than commercial success. We are very proud and protective of our culture. We are truly driven by the desire to change our advisors, employees and clients lives for the better. We are proud to provide an environment of Integrity, Purpose, Positivity and Success.
Looking for something more than just a job? Join our established team and experience a brighter life!
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