Personal Assistant

Durbanville, South Africa | Posted on 06/11/2026

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)
• 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.

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