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)