Assistant to the Executive: Sales (CPT)

DataFin was established in 1999. We pride ourselves on the fact that we have established relationships with industry leaders and a vast majority of our business is repeat business.

Duties & Responsibilities

ENVIRONMENT: IDENTIFY and implement process improvements to increase efficiency and productivity by providing seamless, high-level administrative support as the next Assistant to the Executive: Sales wanted by a dynamic Micro Insurer. Your core focus will be providing administrative support to the Executive: Sales, including scheduling, coordination, communication, and daily sales operations logistics. You will also maintain accurate customer and product databases; collate sales reports and prepare PowerPoint presentations while coordinating arrangements for the annual Sales Conference. The successful incumbent must have Grade 12/Matric or equivalent and preferably hold a Secretarial or Administrative Assistant Diploma, or equivalent qualification with strong administrative & presentation skills, fast and accurate typing ability and proficiency with MS Office, particularly Excel, Word, and Outlook, is required. DUTIES:

• Identify and implement process improvements to increase efficiency and productivity.
• Maintain accurate customer and product databases and track relevant data.
• Arrange travel and itineraries for the Executive: Sales.
• Coordinate arrangements for the annual Sales Conference.
• Maintain organized documentation, filing system and prepare high level reports or presentations.
• Collate sales reports and prepare PowerPoint presentations.
• Provide administrative support to the Executive: Sales, manage complex schedules, coordination, communication, organise high level corporate meetings, and daily sales operations logistics.
• Assist with queries from District Branch Managers.
• Support performance analysis and help identify areas for improvement.
• Ensure effective coordination between teams and departments.
• Draft letters relating to the Sales Advisor Division as required.
• Prepare requisitions, including travel and refund requests, as required.
• Direct and coordinate daily office activities, facilities, and internal administrative workflows.

REQUIREMENTS: Qualifications -

• Grade 12 or an equivalent qualification is essential.
• A Secretarial or Administrative Assistant Diploma, or equivalent qualification, is preferred.

Experience/Skills –

• Minimum 4 – 5 years experience of relevant functional administrative or office support / management.
• Excellent written and verbal communication skills in English are required.
• Strong presentation skills are required.
• Proficiency in MS Office, particularly Excel, Word, and Outlook, is required.
• Strong attention to detail and a high level of accuracy.
• Ability to handle confidential information with discretion.
• Fast and accurate typing skills.
• Strong communication skills, with the ability to engage effectively with colleagues, other departments, and management.
• Good time management skills, with the ability to deliver results and meet deadlines.
• Self-motivated, with the ability to work independently and collaboratively as part of a team.

Advantageous –

• Experience in the Financial Services industry.
• Additional language skills.

Desired Experience & Qualification

Assistant, to, the, Executive, Sales, CPT, Package & Remuneration

Negotiable