Personal Assistant

iGrow Wealth Investments • Other • Cape Town, South Africa • 6h ago

South Africa’s #1 Property Investment Group is looking for a Personal Assistant to join their team! Hurry and apply now before you miss out on this amazing opportunity!

Requirements:

Matric.
Tertiary education will be advantageous.
Time management and ability to meet deadlines.
Verbal and written communication skills.
Strong organizational skills and ability to multitask.
Problem-solving and decision making.
Proactivity and self-direction.
Interpersonal skills.
Telephone etiquette.
Energetic.
Fast learner.

Duties and responsibilities:

New and Existing Business (Clients not sold to)

To provide management and strategist with weekly reports as to:

Sales for the week.
Total consultations booked vs occurred for the week.
Strike rate for the week and MTD.
1st consultations seen, how many 2nds requested from these and successfully booked.
Status of open vs lost 1st consultations and reasons.
Number of 2nd, follow up and review meetings - booked vs occurred.
How many Diamonds identified in the week and next task set.
How many PIPS done, and total number of properties presented per PIP.
How many companies and how many trusts paid for.
Names of ALL the clients identified in the week as HOT CLIENTS, that strategist is set to close within 2 weeks. Also, the developments and total units for these clients.
Ensuring that all clients have their profiles 100% accurately populated with their needs (5 questions).

Investor Business (Clients sold to)

To provide management and strategist with weekly report as to:

Review meetings scheduled and occurred- names of clients seen and next steps.
How many Diamonds seen in the week and MTD.
Wealth Plan meetings set up and Wealth Plans sold.
Attend to and resolve client complaints.
How many Review meeting preps done - Accounting, Rentals, progress reports, snagging, complaints, Trust and Company, Bonds - Financial assessment, current portfolio.
Names of ALL the Investor clients that strategist is set to close within 2 weeks. Also, the developments and total units for these clients.
Ensuring that all clients have their profiles 100% accurately populated with their needs (5 questions).

General Duties

To ensure that the strategist has NO OVERDUES - no moving out of tasks will be allowed.
To ensure that the strategist has 8 consultations per day booked in the diary.
To take responsibility of booking 2 review meetings per day and ensuring that they occur.
Preparation of files to bonds and that they are there within 12 hours of deposit paid and 2 weeks of structure to be formed.
Manage all complaints.
Defaulting to the phones and phoning leads in order to ensure that strategists diary is always full.
Schedule client meetings and manage calendar.
Professional and attention to detail – Accuracy is key.
Efficient in Excel to create and maintain reports.
Responsible for preparing documents for client meetings, especially review meetings.
After meetings, PA to update CRM (Zoho) with notes on the meeting and schedule next activity/meeting with the client.
Populating Property Investment Proposal when needed.
Answering phone calls and emails.
Handle client queries and give feedback.
Daily meeting with Strategist to give feedback on daily activities.
Following up with clients on any outstanding documents.
Populating Development Spreadsheets with necessary information when sales are concluded.
Follow through on sales process, ie File to Bonds, follow up on the sales process till outcome is reached on the sale and give feedback.
Keep Sales Spreadsheet up to date.
Mining the current portfolio and arrange meetings to grow the business.

Apply directly

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