Job Description

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)