Executive Personal Assistant To Financial Adviser
Durban North, ZN, ZA, South Africa
Job Description
We are looking for a professional and proactive Personal Assistant to join a financial advisory practice. I
n this role, you'll support a senior financial adviser who works with high-net-worth individuals and professionals. You'll help manage client communication, proposals, application processes, and ensure a smooth administrative flow.Responsibilities include:
Managing diaries, meetings, emails, and WhatsApps Preparing and submitting insurance and investment applications (Discovery-focused) Following up with providers and clients Maintaining accurate digital records and compliance documents Handling confidential information with professionalism Helping resolve client issues quickly and calmlyWe're looking for someone who:
Has 2+ years of admin or PA experience (financial services a bonus) Is a problem solver and self-starter Communicates clearly and professionally (especially in writing) Can learn quickly and manage multiple tasks Has basic tech skills (Outlook, Excel, e-signature tools, Chat GPT and the use of AI)Working Conditions:
In an office environment with other staff We provide a laptop and internet (if working remotely) Positive and collaborative work environmentApply with your CV and a short motivation. Shortlisted candidates will be contacted for an interview.
Job Type: Full-time
Pay: R10000,00 - R13000,00 per month
Application Question(s):
Are you comfortable using Microsoft Outlook, Excel, and digital signature tools (e.g., QuicklySign, DocuSign) as well as Chat GPT or other AI tool?
Education:
High School (matric) (Required)
Experience:
admin related or P.A: 2 years (Required)
Work Location: In person
Application Deadline: 2025/08/26
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Job Detail
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Job IdJD1469346
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDurban North, ZN, ZA, South Africa
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EducationNot mentioned