Job title : Executive Assistant
Job Location : Western Cape, Cape Town
Deadline : October 22, 2025
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- This role will be the main support to the Senior Client Relationship Manager based in the Cape Town office. Is imperative that the person in this role must be a dynamic individual that can juggle multiple responsibilities while still producing quality work.
MAIN DUTIES INCLUDE :
Answering telephone calls for relevant staff members and noting messagesAct on behalf of the Senior CRM, screening, directing and actioning inbox correspondence, liaising with any relevant teams, person to action in pursuit of addressing diary prioritiesProvide extensive diary and inbox management along with call and meeting schedulingMaintain calendars of relevant staff members within the team and set up meetings with staff members and clientsPoint of contact for offshore colleagues – assist with any requirementsAssist marketing department with marketing requirementsAssist at times with various client work, as instructed by directorsAct as the point of contact among executives, employees, clients and other external partnersManage information flow in a timely and accurate mannerTrack daily expenses and prepare weekly, monthly or quarterly reportsOversee the performance of other clerical staffAct as an office manager by keeping up with office supply inventoryFormat information for internal and external communication – memos, emails, presentations, reportsMinute takingOrganize and maintain the office filing systemThe management of the Investment Management team’s CPD pointsAssisting with the management of the office head’s administration – expense claims, certificates and information ordering gifts for clients, delivery of documentsEnsuring the office head is kept up to date with any information relating to clients, which can have an impact on the client relationshipAssisting with QR commentaries and reviewsPreparation of Review packsEnsure meeting are well prepared and catered forTo pro-actively anticipate anything that could be required for example when unforeseen things come upAssist in reception when neededAssisting with client functions (sending invitations on behalf of Partner, arranging catering and setting up of boardrooms etc.)Maintain catering supplier list for meetings and eventsTRAVEL ARRANGEMENT DUTIES :
Liaising with a third party provider to facilitate the scheduling of flights and accommodation for staff members within Stonehage Fleming.QUALIFICATIONS AND EXPERIENCE
Work experience as an Executive Assistant, Personal Assistant or similar roleExcellent MS Office knowledgeOutstanding organizational and time management skillsFamiliarity with office gadgets and applications (e.g. e-calendars and copy machines)Excellent verbal and written communications skillsDiscretion and confidentialityUnderstanding of the finance industryPrevious experience in the Professional Services environment in a similar role advantageous. Secretarial diploma or occupational certificate advantageousCOMPETENCIES AND BEHAVIOURS
Excellent at building, maintaining and managing strong relationships across the businessConfident engaging with stakeholders at all levelsAble to make decisions, take ownership and accept accountabilityWorking in a fast-paced environment, with the ability to make changes in the moment to deliverResourcefulness and an ability to solve problemsExcellent organising and planning skillsAction orientated - can identify and work to clear priorities, manage time and resourceseffectivelyPro-active and have a great attention to detailStrong organisational skills, with an ability to manage your own workflow and that of a teamWorking in collaboration and inspiring a team to deliver exceptional customer experienceDemonstrates drive and enthusiasm for personal developmentAdministrative / Management jobs