Jobs at CLS Human Capital Specialists

Job Purpose

• The Management Secretary will play a key role in supporting hospital leadership by coordinating meetings, handling correspondence, maintaining documentation, and ensuring compliance with quality standards. The ideal candidate will have excellent multitasking abilities, attention to detail, and the ability to work effectively in a fast-paced hospital environment.

Requirements

Minimum Qualifications Required (Essential):

• Grade 12 (National Senior Certificate)

Minimum Qualifications Required (Desirable):

• Certificate/Diploma in Business Administration/Office administration

Minimum Experience required (Essential):

• A Minimum of two years proven experience in a similar role in a private healthcare environment

Other:

• Proficient in Afrikaans
• Reliable own transport
• Valid driver’s license
• Salary : Market Related

Key Responsibilities:

Business Execution

• Manage and coordinate the diaries of the Hospital Manager and Nursing Manager.
• Prepare the boardroom for meetings, including arranging refreshments and assisting visitors.

Administrative Support

• Draft, review, and distribute correspondence on behalf of management.
• Organize and manage documentation systematically.
• Handle incoming calls and inquiries professionally.
• Compile and coordinate presentations for meetings.
• Schedule, prepare, and distribute agendas for meetings.
• Take and distribute accurate minutes, including board meeting minutes.

Documentation & Document Control

• Maintain both electronic and physical documents for easy access and retrieval.
• Ensure compliance with hospital policies, regulatory requirements, and accreditation standards.
• Manage version control of documents to ensure the most current versions are in circulation.
• Archive outdated or obsolete documents according to protocols.

Quality Management Support

• Assist in gathering data for audits, surveys, and incident reports.
• Distribute quality policies and updates to managers.
• Monitor compliance requirements and notify relevant teams of upcoming deadlines.
• Support management in preparing for audits such as COHSASA, OHSC, and DOH.

Correspondence Management

• Draft and review correspondence for accuracy and professionalism.
• Manage incoming inquiries and provide necessary feedback to stakeholders.

Scheduling & Timelines

• Ensure deadlines for agendas, minutes, and correspondence are met.
• Organize catering and logistical arrangements for meetings.

Stationery & Supply Management

• Request quotations, place orders, and ensure timely delivery of supplies.
• Monitor cost-effective use of funds for office stationery.
• Assist management in preparing reports and comparing supplier pricing for cost efficiency.
• Would you like any refinements or additional details added to specific areas?

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Job Purpose:

• The Senior Wealth Planner will be responsible for expanding the company’s FSCA offerings, developing strategic partnerships, and managing high-value client relationships. The role requires a deep understanding of investment solutions, financial planning, and regulatory compliance. The ideal candidate will have a proven track record in sales, financial advisory, and business development, ensuring sustainable growth and client satisfaction.

Requirements:

Minimum Qualifications Required (Essential):

• BCom Degree in Finance or a similar field
• CFA/CFP Certification
• RE5 Qualification

Minimum Qualifications Required (Desirable):

• BCom Honours Degree in Finance or a similar field

Minimum Experience Required (Essential):

• 5 – 10 Years experience in a similar role
• FSCA Experience
• A robust professional network and the ability to attract new clients

Other:

• Reliable own transport
• Valid driver’s license
• Proficiency in English and Afrikaans will be beneficial
• Salary: Market Related

Key Responsibilities:

• KEY - Business development of FCSA side, Strategy and Addition of new FCSA Offerings and

Building a network on this side

• Build and nurture relationships with clients and prospects, ensuring a thorough understanding of their financial goals.
• Manage client relationships with the highest level of professionalism, ensuring consistent and effective communication.
• Achieve and exceed sales targets set by the business, contributing to the overall growth of the company.
• Maintain and uphold the highest standards of compliance and integrity in all interactions.
• Deliver exceptional customer experiences, fostering long-term, trust-based relationships with clients.

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Job Purpose:

• The Wealth Planner will be responsible for understanding clients’ financial objectives, crafting personalized investment strategies, and achieving sales targets to drive business growth. By combining technical financial expertise with a commitment to exceptional client service, the Wealth Planner will play a pivotal role in delivering effective wealth management solutions while fostering long-term relationships built on trust and integrity.

Requirements

Minimum Qualifications Required (Essential):

• BCom degree in finance or similar field
• CFA/CFP certification or currently studying towards the same
• RE5

Minimum Qualifications Required (Desirable):

• BCom Honours Degree (In finance)

Minimum Experience Required (Essential):

• 3 – 5 Years Experience in a similar industry
• FSCA/Investment experience
• Financial Planning History

Minimum Experience Required (Desirable):

• Robust Professional network and the ability to attract new clients
• Sales History

Other:

• Reliable own transport
• Valid Driver’s License
• Proficiency in English and Afrikaans will be beneficial
• Salary: Market Related

Key Responsibilities:

• Build and nurture relationships with clients and prospects, ensuring a thorough

understanding of their financial goals.

• Manage client relationships with the highest level of professionalism, ensuring consistent and effective communication.
• Achieve and exceed sales targets set by the business, contributing to the overall growth of the company.
• Maintain and uphold the highest standards of compliance and integrity in all interactions.
• Deliver exceptional customer experiences, fostering long-term, trust-based relationships with clients.

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Job Purpose

• The Administrator/Course Coordinator would be responsible for the administration and registrations for courses, webinars, or workshops the institution offers.

Education and Qualification Requirements

Minimum education (essential)

• National Senior Certificate

Minimum applicable experience (years)

• 4-7 years

Required nature of experience

• Administration
• Event/course coordination (face-to-face and online)
• Client support

Skills and Knowledge (essential)

• MS Office
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Proficient in Afrikaans and English.
• Ability to work collaboratively in a team environment.
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Have a growth mindset (being teachable).

Other

• Valid driver’s license and road-worthy vehicle.

Key Performance Areas

• Administration and Client Support:
• Provide telephonic support to clients.
• Communicate with clients via email.
• Handle filing and document organization.
• Coordinate the printing of course notes.
• Register clients for courses, webinars, or workshops.
• Assist the office manager with various administrative tasks.

Course Coordination:

• Prepare and calculate quotes for clients.
• Manage registrations for courses, webinars, or workshops.
• Organize study materials and arrange courier delivery to clients.
• Maintain up-to-date registration lists.
• Zoom invites for courses, webinars, or workshops.
• Send confirmations to clients attending courses, webinars, or workshops.
• Liaise with lecturers and keep them up to date.
• Provide training to new lecturers on the Zoom platform.
• Record Zoom courses, webinars, or workshops.
• Administer Zoom courses, webinars, or workshops, including access links and passcodes for clients.
• Issue certificates of attendance for courses, webinars, or workshops.
• Coordinate with guest speakers for courses, webinars, or workshops.

Travel Arrangements:

• Arrange venues and catering for any in-person courses or workshops.
• Book flights, accommodation, and car rentals for lecturers.
• Coordinate event assistants for courses and workshops in other provinces.
• Ensure clients and lecturers have all necessary logistical information for the courses or workshops (location, date, time, venue details, maps, etc.).