We’re looking for a highly organized, proactive and detail-driven Personal Assistant to support our Director, Managing Director and COO – someone who thrives in a fast-paced environment, balances multiple priorities, and brings both structure and energy to the role.
Key Responsibilities
Executive & Administrative Support
- Manage complex calendars, email inboxes and travel plans
- Co-ordinate boardroom bookings, prepare meeting agendas, and take minutes
- Draft communications and compile reports, presentations, and management packs
- Maintain digital filing systems and document management
- Build and maintain strong internal and external stakeholder relationships
- Distribute board packs, print attendance registers, and ensure meeting readiness
- Set up company events, webinars, and retirement seminars (Cape Town & Durban)
Client & Project Coordination
- Handle rebroke process: data collection, quote requests, and result collation
- Assist with investment report typing and updating member presentations
- Manage client communications – including 100+ daily emails, responses, and follow-ups
- Compile and distribute monthly client info leaflets and update client/member lists
- Assist clients with retirement, retrenchment, death, disability, and funeral claims
- Attend board meetings in place of consultants and support new business lead generation
Skills & Attributes
- Tech-savvy: Proficient in Excel, PDF, PowerPoint & MS Office
- Detail-oriented: Strong focus on accuracy and follow-through
- Multi-tasker: Able to juggle a dynamic and evolving workload
- Professional communicator: Polished in verbal and written communication
- Self-starter: Proactive, responsive and able to work independently
- Client-focused: Professional, warm, and service-driven
Minimum Requirements
- Matric (Grade 12)
- Relevant qualification (Secretarial or Office Admin preferred)
- 1+ years of relevant PA/Administrative experience (financial services a plus)