Executive Personal Assistant at ASI Financial Services

MINIMUM REQUIREMENTS:

EDUCATION:

• Matric (National Senior Certificate) is essential.
• An insurance-related qualification and Regulatory Examination (RE) certification will be highly advantageous.

EXPERIENCE:

• 5-8 years of experience in a Personal Assistant or Executive Assistant role, preferably within the insurance or financial services industry.
• Some experience in short-term underwriting is essential

KEY RESPONSIBILITIES:

• Diary & Calendar Management: Efficiently manage the Executive’s schedule, including coordinating meetings and appointments.
• Meeting Preparation: Prepare for meetings by drafting agendas, organizing materials, and ensuring the Executive is well-prepared.
• Minute-Taking: Accurately record and distribute minutes of meetings, ensuring follow-up on action items.
• Client Interaction: Assist the Executive with client queries, providing professional and prompt responses.
• Underwriting Support: Support with underwriting tasks, including quotes and policy administration.
• Presentation Creation: Develop visually appealing and informative presentations for internal and external use.
• Problem Solving: Handle urgent and complex matters using discretion, initiative, and sound judgment.
• Administrative Tasks: Maintain organized systems for data management, filing, and reporting.