Internal Sales Assistant - Cape Town, Constantia

Job Specifications:
• SalesForce (Client and Flow Data)
• Morningstar
o Drawing monthly performance and quantitative information
o Updating sales material (Powerpoint presentations) with new data
o Updating quantitative fact sheets
• Managing monthly client communication
• Diary management of CEO’s, sales manager, etc.
• Assist with setting up financial planner meetings (Cape Town sales)
• Setting up meetings and appointments & taking action notes at internal meetings
• Organising venues and hospitality for visitors
• Undertaking mailings and communication campaigns as directed by management
• Arranging travel and accommodation for sales people

Qualifications & Experience:
• A minimum of three (3) years’ working experience within the financial services industry
• Must have demonstrable experience of working in support of senior individuals
• Sound administration (database and sales management) and secretarial experience
• Must possess excellent verbal and written communication skills
• Must possess excellent Microsoft (excel and powerpoint) skills