Executive Assistant

SUMMARY:
Our client is seeking a highly organised, proactive, and detail-orientated Executive Assistant to support a senior financial planner. The ideal candidate will play a critical role in managing administrative functions, ensuring seamless client interactions, and supporting the efficiency of financial planning operations.

POSITION INFO:
Responsibilities:
 
Administrative & Executive Support:

• Manage the financial planner’s schedule, meetings, and appointments.
• Screen and handle emails, calls, and correspondence professionally.
• Prepare and maintain client records, reports, and financial documentation.
• Assist in drafting and proofing client communication, presentations, and reports.
• Liaise with clients, product providers, and service providers.

• Act as the first point of contact for clients, providing exceptional service.
• Handle client queries, follow-ups, and ensure timely responses.
• Assist in onboarding new clients, including completing compliance and FICA documentation.
• Maintain an organised CRM system to track client interactions.

• Assist with investment applications, policy updates, withdrawals, and transfers.
• Prepare financial planning documents, investment proposals, and risk analysis reports.
• Ensure compliance with FSCA regulations and industry requirements.
• Track deadlines for compliance renewals, regulatory submissions, and documentation updates.

• Oversee workflow, deadlines, and key deliverables in the financial planning process.
• Assist in the implementation of systems and processes to improve efficiency.

• Minimum: Matric (Grade 12) with strong administrative experience.
• Preferred: Diploma or degree in Finance, Business Administration, or a related field.
• Experience: 3+ years in an administrative/executive assistant role, ideally in financial services, wealth management, or a professional services firm.

• Highly organised with strong attention to detail.
• Excellent written and verbal communication skills.
• Strong numerical and analytical skills (for financial reporting).
• Tech-savvy – proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint).
• Experience with financial planning software, CRM systems, or investment platforms (advantageous).

• Competitive salary.
• Career growth opportunities.
• Dynamic, professional and client-focused working environment.
• Opportunity to develop skills in financial administration and high-net-worth client management.