Retail Sales Support

Primary Functions of the Position;
· General secretarial/assistant duties
- scheduling and coordinating diaries / appointments, answering advisor queries
- Correspondence in terms of emails and letters
· Administration
- Printing fact sheets, or presentations on request for consultants
- compiling booklets for consultants to take to their advisors
- emailing documents for consultants if they are on the road
- typing up any schedules or spread-sheets where needed
- managing the coastal sales staff CRM system
- managing/updating a database of unallocated advisors in the Coastal region
· Assisting with events and office functions for the coastal region
- Setting the meeting & presentation rooms (Cape Town only)
- Printing, compiling folders for presentation material
- Managing RSVP’s for events if needed
- Compile events reports for distribution to marketing and the coastal team
Basic Job Requirements;
· Min 3 - 5 years relevant working experience
· Previous experience in financial services industry will be viewed favorably
· Computer literacy: be proficient in Word, excel, outlook and PowerPoint (intermediate level)
· Professional
· Friendly and diplomatic nature, possessing sufficient maturity to speak confidently with intermediaries
and clients
· Excellent verbal and written communication skills, English and Afrikaans
· High standard of personal integrity and the ability to maintain confidentiality is essential.
· Ability to priorities tasks assigned, and will need to be methodical, thorough, efficient, and proactive
· Use initiative
· Hardworking, organized and in control of their duties/diary
· accommodate continual change in their role, and work well within a team