Personal Assistant

An established independent financial advisory firm is looking for a Personal Assistant. This role serves as the central anchor, keeping leadership priorities aligned and commitments strictly on track. You will be managing executive workflows, supporting operations, and acting as a professional, trusted touchpoint for private wealth and corporate clients. Key Responsibilities: Coordinate dual diaries, resolve scheduling overlaps proactively, organise business travel itineraries, and compile comprehensive briefing materials and agendas. Record clear action items during executive and team discussions, tracking deliverables across responsible parties to ensure agreed commitments and deadlines are met. Provide workflow and document coordination for financial advisors and operational colleagues to maintain efficient client servicing. Serve as a primary point of contact for private and institutional clients, fielding enquiries, handling appointments, and directing sensitive requests appropriately. Deliver seamless end-to-end management of client functions and seminars, including venue negotiation, speaker management, RSVPs, and on-the-day logistics. Oversee client invitation pipelines, maintain clean distribution lists, and coordinate the dissemination of approved marketing literature and digital media. Track regulatory filing deadlines, maintain audit-ready records, liaise with external compliance providers, and secure required documentation. Safeguard confidential personnel files, monitoring employment contracts, signed acknowledgements, and policy updates across the organisation. Requirements Relevant tertiary qualification in Office Administration, Business Management, or Secretarial Studies. Prior administrative experience within the South African financial services, wealth management, or legal sectors. Proven track record in a Personal Assistant or Executive Assistant capacity supporting senior leadership. Ability to manage dual or competing executive priorities with high emotional intelligence and autonomy. Written and verbal communication skills appropriate for high-net-worth individuals and corporate stakeholders. Attention to detail regarding correspondence, records management, and event logistics. High ethical standards with strict adherence to confidentiality and discretion. Required Software Skills: Microsoft 365 (Word, Excel, PowerPoint, Outlook) Microsoft Copilot CRM Email Marketing Platforms (e.g., Mailchimp) Benefits & Culture: Professional, high-standard advisory firm culture focused on collaboration and client excellence. Autonomy to structure priorities and drive key organisational initiatives. Work Type & Location: On-site / Office-based (Durbanville / Cape Town Northern Suburbs). Micro flexible hours for start and finish times can be negotiated for a working mother. Employment Type: Permanent. Remuneration Notes: Market-related salary aligned with experience and industry benchmarks.