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Job Listing
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80916
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Permanent
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Administrator/Marketing
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Canva,MS Excel,MS Outlook,MS PowerPoint,MS Teams,MS Word,Social media marketing tools
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Financial Services
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Johannesburg (Incl. Northern Suburbs)
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Gauteng
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South Africa
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Administration:
- Manage the CEO's diary, meetings, travel and correspondence
- Prepare and format documents, client packs, proposals and presentations in Word, Excel and PowerPoint
- Maintain client records, filing and the CRM, keeping data accurate and confidential
- Coordinate client onboarding paperwork (FICA documents, application forms, platform submissions) with the investment team
- Order supplies, liaise with service providers and keep the office running smoothly
- Take minutes at internal and client meetings and follow up on action items
Client relationships:
- Act as the first point of contact for clients, brokers and partners by phone, email and in person
- Welcome visitors and host clients in the office professionally
- Respond to client queries promptly and route them to the right person
- Follow up on outstanding client documents and requests
- Build warm, lasting relationships with clients and intermediaries on behalf of the team
Marketing:
- Coordinate distribution of the monthly market review newsletter and client communications
- Manage the company's LinkedIn and social media calendar, and draft posts for approval
- Keep the website, fact sheets and marketing collateral up to date and on-brand
- Support the broker distribution network with materials, mailers and event logistics
- Organise client events, roadshows and broker presentations
- Maintain mailing lists and track campaign responses
To apply immediately for this position click here.
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Skills and requirements:
- Matric
- Computer literacy across Microsoft 365: Outlook, Word, Excel, PowerPoint and Teams
- Experience with social media scheduling, email marketing tools or Canva is an advantage
- Excellent written and spoken English
- Valid driver's licence and own transport
Personal attributes:
- Warm, friendly and outgoing, with a natural ability to build rapport
- Polished, professional presentation and corporate dress standard
- Confident and articulate with clients at a senior level
- Highly organised, with strong attention to detail and the ability to juggle priorities
- Discreet and trustworthy with confidential client and financial information
- Proactive self-starter who takes ownership in a small, fast-moving team
Working Hours: 8am - 5pm
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Matric
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Matric
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Available
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