Operational Consultant BA LAw - Sandton Verfied

Salary Negotiable Sandton, Gauteng Sandton, Gauteng more than 14 days ago 06-12-2015 2:43:43 PM
15-12-2015 8:36:03 AM
l Consultant
Sandton
R16 000 pm

Provide administrative support to management and the company through conducting and organizing administrative duties and activities including supporting the consultant team and handling of basic client queries.

Matric
Wealth management
Bcom Degree/BA Law advantageous
CFP/CFA advantageous
FAIS accreditation advantageous


Working experience in a secretarial role
Strong administration background
Good typing and dicta typing skills – 40 wpm skills
Strong Computer literacy
Strong written and communication skills

• Administration
• Assist the consultant in managing funds
• Facilitating and co-ordinating internal departments
• Self development and people skills

• Set up and maintain filing system
• Managing master files
• Managing and monitoring SharePoint & CRM
• Arranging boardroom bookings and refreshments for clients
• Drafting of minutes, letters, reports, presentations etc
• Requesting and follow-up of all reports/documents for inclusion in agenda packs
• Making the necessary arrangements when staff leave and join the department
• Diarise and remind staff of all upcoming announcements and events taking place
• Responsible for logging calls with maintenance departments for faulty equipment e.g. Minolta, general maintenance/facilities
• Organizing travel arrangements i.e. booking air ticket/car-hire, accommodation, shuttle service etc
• Collecting and distribution of mail
• Emailing of communication to management committee members
• Communicate verbally and in writing to answer inquiries and provide information
• Managing of electronic diary
• Planning, organising and managing internal and external events

• Prepare and manage correspondence, reports and documents
• Take, type and distributing minutes
• Identify budgeted rand value amount for each lunch, cocktail function etc
• Arranging signature and payment of invoices
• Display self awareness and insight into areas of strength and development
• Remain abreast of new innovations and technologies in the industry
• Contribute towards team efficiency and team dynamics/spirit
• Development knowledge of the employee benefits industry and investment matters
• Acquaint oneself with relevant legislation i.e. Pension Funds Act, Taxation, FAIS Act etc
• Keep abreast of changes in employee benefits industry
• Inter-Department and Consultant Relationships
• Contribution to the team

• Deal with external queries telephonically, by written correspondence or visits, as required or approved by the consultant.
• Taking queries from members
• Liaising .with other internal departments

• Communicate client instructions, problems or queries raised to all relevant departments