Personal Assistant

Deze vacature is gepubliceerd via een extern platform.

LocatieWest Rand, South Africa
ContractVoltijd
Sluit opover ongeveer 2 maanden

        We’re Hiring: Personal Assistant

        Discovery Financial Consultants (DFC Egoli)

        Are you highly organised, proactive, and comfortable working in a fast-paced financial environment? We’re looking for a driven Personal Assistant to support a growing financial advisory practice within Discovery Financial Consultants (DFC Egoli).

        Key Responsibilities

        As a Personal Assistant, you will play a vital role in supporting daily operations, client engagement, and business growth:

        • Lead generation through cold calling and outreach
        • Preparing and managing client quotes and proposals
        • Diary and appointment management
        • Following up with clients and prospects
        • Managing underwriting and administration processes
        • Ensuring smooth coordination of client onboarding and documentation

        What We’re Looking For

        • Strong communication skills (both telephonic and written)
        • Confident and professional when engaging with clients
        • Highly organised with excellent time management
        • Able to work independently and take initiative
        • Previous admin, PA, or financial services experience will be advantageous
        • Comfortable with sales support / lead generation environment

        Why Join Us?

        • Opportunity to grow within a leading financial services environment
        • Work closely with experienced financial advisors
        • Dynamic and supportive team culture
        • Exposure to the insurance and investment industry

        Apply Now

        If you are motivated, detail-oriented, and eager to build a career in financial services, we want to hear from you!

        👉 Send your CV to:

        👉 Or WhatsApp: XXX-XXXX

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Discovery Financial Consultants

Discovery Financial Consultants is a financial advisory firm based in Pietermari...

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