Administrator/Marketing
Unique Personnel · Johannesburg, Gauteng
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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