Company: Financial Services
Location: Parktown, Sandton
Reporting to: Director
Employment Type: Permanent
Work Model: In-Office (5 days per week)
About the Role:
Exciting opportunity to join a dynamic, client-focused financial planning firm in Parktown. As an experienced, highly organised and proactive Personal Assistant (PA) you will provide high-level administrative and executive support to the Director. This is a demanding and varied role suited to an individual who is accustomed to working in a professional financial services environment, understands the importance of confidentiality and discretion, and can manage multiple priorities with minimal supervision. The successful candidate will act as a key point of support to the Director, ensuring that his diary, meetings, correspondence, client-related administration and day-to-day activities are managed efficiently and professionally. 5 years’ experience within the financial services industry is essential for this position.
Key Responsibilities Executive & Personal Assistance:
• Provide comprehensive PA and administrative support to the Director.
• Proactively manage the Director’s diary, including meetings, appointments, travel and other commitments.
• Coordinate internal and external meetings, including preparing agendas, documentation and meeting packs where required.
• Manage incoming correspondence, emails and telephone calls, prioritising and responding where appropriate.
• Prepare, format and proofread correspondence, reports, presentations and other documentation.
• Maintain accurate and well-organised electronic and physical filing systems.
• Assist with managing deadlines, follow-ups and outstanding actions to ensure commitments are met.
Client & Stakeholder Support:
• Act as a professional and trusted point of contact for clients, colleagues, service providers and other stakeholders.
• Assist with client-related administration and correspondence.
• Coordinate meetings and communication with high-net-worth clients and other key stakeholders.
• Maintain a high level of professionalism, confidentiality and discretion when dealing with sensitive client and business information.
• Build strong working relationships with internal teams and external stakeholders. Financial Services Administration
• Support the Director with financial services-related administration and documentation.
• Assist with preparing and coordinating client documentation, reports and correspondence.
• Follow up on outstanding information and documentation with relevant parties.
• Maintain an understanding of financial services terminology, processes and regulatory requirements relevant to the role.
• Ensure that administrative processes are completed accurately and within required timeframes. General Administration
• Coordinate travel arrangements, accommodation and itineraries.
• Assist with expenses, invoices and general financial administration.
• Organise events, functions and client engagements where required.
• Conduct research and compile information as requested by the Director.
• Assist with ad hoc projects and administrative requirements.
• Identify opportunities to improve administrative processes and enhance efficiency.
Minimum Requirements:
• 5 years’ relevant experience within the financial services industry – essential.
• Previous experience supporting a senior executive, director, financial adviser, wealth manager or similar professional would be highly advantageous.
• Strong proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Strong organisational and time-management abilities.
• High level of attention to detail and accuracy.
• Ability to manage confidential and sensitive information with complete discretion.
• Professional and polished approach when dealing with clients and stakeholders.
• Ability to work independently, prioritise effectively and take initiative.
• Strong follow-up skills and the ability to manage multiple competing priorities. Key Competencies The successful candidate will be:
• Highly organised – able to manage a complex diary and multiple priorities effectively.
• Proactive – anticipates requirements and takes action without needing to be prompted.
• Detail-oriented – maintains a high standard of accuracy across all administrative responsibilities.
• Discreet and trustworthy – understands the confidential nature of working closely with a Director and high-net-worth clients.
• Professional – confident and polished when interacting with senior stakeholders and clients.
• Commercially aware – understands the importance of client service and business priorities.
• Adaptable – comfortable working in a fast-paced environment where priorities can change.
• Solution-oriented – able to identify problems and find practical solutions.
• Relationship-focused – capable of building strong, professional relationships with clients and colleagues.
Personal Attributes:
• Mature and dependable
• Confident and personable
• Calm under pressure
• Strong sense of ownership and accountability
• Excellent interpersonal skills
• Professional and well presented
• Discreet and trustworthy
• Flexible and willing to assist where required
• High emotional intelligence
• Strong work ethic
Why Join?
This is an opportunity to work closely with a senior Director within an established private wealth environment, gaining exposure to high-net-worth clients, wealth management and the broader financial services industry. The successful candidate will play an important role in ensuring the Director operates efficiently and that clients and stakeholders receive a consistently professional level of service
To apply for this job email your details to helene@verveglobalrecruitment.co.za