Martie Prinsloo
About Martie Prinsloo
Martie Prinsloo serves as an Executive Assistant at Investors Group, where she has worked since 2009. She manages client queries, financial requests, and scheduling for senior staff while ensuring compliance and maintaining records.
Work at Investors Group
Martie Prinsloo has served as an Executive Assistant at Investors Group since 2009, accumulating 15 years of experience in this role. In her position, she handles various client queries through multiple communication channels, including phone, email, and in-person interactions. Her responsibilities also include completing trades, redemptions, and related financial requests, showcasing her involvement in the financial operations of the firm.
Client Interaction and Support
In her role, Martie Prinsloo effectively manages client interactions by addressing queries through various channels. This includes responding to phone calls, emails, and face-to-face inquiries. Her ability to handle diverse client needs contributes to the overall client experience at Investors Group.
Administrative Responsibilities
Martie Prinsloo is responsible for managing the calendar and scheduling for both the Senior Consultant and the Division Director. This includes organizing meetings and ensuring that both executives are well-prepared for their engagements. Her organizational skills are essential for maintaining the efficiency of the office.
Recruitment and Interview Coordination
As part of her administrative duties, Martie assists in recruiting efforts for the Division Director. This includes arranging interviews and coordinating the recruitment process, which is vital for maintaining the talent pool within the organization.
Compliance and Record Management
Martie Prinsloo ensures compliance of client files and maintains both online and manual records. This aspect of her role is crucial for adhering to regulatory standards and ensuring that all client information is accurately documented and accessible.