Personal Assistant

SUMMARY:
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POSITION INFO:

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.