A recent staff review of this highly successful Financial Services business has identified a need for a full time Personal Assistant to support the principle adviser.
Suitable applicants will be friendly, task oriented, well organized, but also flexible and adaptable to change.
It would be an advantage if you are already a personal assistant but seeking a change or just looking for a fresh environment. Whilst initially your role will be as a personal assistant, preference will be given to candidates who have the ambition and desire to ultimately move into a business development role.
Additional to supporting the efforts of the principle adviser, you would be responsible for the following:
Office processes.

• CRM system.
• Recognizing efficiencies and opportunities.
• Client communications and marketing programs.
• Coordinating new appointments with new potential centers of influence.

The ideal candidate would have the following:

• At least 3 - 4 years recent experience in the insurance and/or mortgage industry as a personal assistant.
• Sound experience with CRM systems (ideally IRESS/XPLAN).
• Track record of implementing new initiatives.
• Personal ambition to pursue a rewarding career

Additional to the above you would need to be a self-starter and willing to work autonomously.
A competitive salary package will be negotiated that matches the experience and reflects the capabilities of the successful candidate.
If this role meets the requirements you are seeking and are confidant you can handle it now, then callCliff Miller 0274 766 048 or email millersMB@xtra.co.nz