Personal Assistant and Sales Associate for a Financial Advisor, Durbanville, Northern Suburbs. Company Name: Attooh.

Personal Assistant & Sales Associate for a Financial Advisor a Premier financial advisory firm committed to providing tailored wealth management solutions. We prioritize integrity, expertise, and personalized service to help clients achieve their financial goals.

Job Description: We're seeking a dynamic individual to join us as a Personal Assistant & Sales Associate for our Financial Advisor. In this role, you'll provide crucial administrative support while actively engaging in sales to expand our client base. Administrative Support: anage the financial advisor's calendar and schedule appointments. Handle client correspondence and assist with document preparation.

Maintain client records and update databases. Assist with travel arrangements and other logistical tasks. Sales Activities: Conduct outreach to potential clients through calls, emails, and networking. Collaborate on sales strategies with the financial advisor. Follow up on leads and track sales activities in CRM software. Client Relationship Management: Build and maintain strong client relationships. Serve as a point of contact for client inquiries and requests. Ensure high customer satisfaction by delivering exceptional service. Assist in organizing client events and seminars.

Requirements: Previous experience in administrative support and/or sales roles preferred. Strong organizational and communication skills. Knowledge of financial products and services is advantageous. Self-motivated with a desire to succeed.

Benefits: Competitive salary and performance-based bonuses. Opportunities for professional development and growth. Positive and collaborative work environment.

If you're a motivated individual with a passion for administrative support and sales in the financial services industry, we invite you to apply. Make a meaningful impact on our clients' financial success by joining our team!

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Email CV to: tj.goddard@attooh.co.za