Personal Assistant - Financial Advisory Firm

About the role

An established independent financial advisory firm is looking for a Personal Assistant. The role keeps leadership priorities aligned and commitments on track, managing executive workflows, supporting operations and acting as a trusted touchpoint for private wealth and corporate clients. It is based on site in Durbanville (Cape Town Northern Suburbs).

Key responsibilities

• Coordinate dual diaries, resolve scheduling overlaps, organise business travel and prepare briefing materials and agendas.
• Record action items from meetings and track deliverables so commitments and deadlines are met.
• Provide workflow and document coordination for financial advisors and colleagues to keep client servicing efficient.
• Act as main contact for private and institutional clients, handling enquiries, appointments and sensitive requests.
• Manage client functions and seminars end to end, including venue negotiation, speakers, RSVPs and on-the-day logistics.
• Oversee client invitations, keep distribution lists clean and coordinate marketing literature and digital media.
• Track regulatory filing deadlines, keep audit-ready records, liaise with compliance providers and secure required documents.
• Safeguard confidential personnel files, including employment contracts, signed acknowledgements and policy updates.

Required profile

• Tertiary qualification in Office Administration, Business Management or Secretarial Studies.
• Prior administrative experience in the South African financial services, wealth management or legal sectors.
• Proven experience as a Personal Assistant or Executive Assistant supporting senior leadership.
• Ability to manage competing executive priorities with high emotional intelligence and autonomy.
• Written and verbal communication skills suited to high-net-worth individuals and corporate stakeholders.
• Attention to detail, high ethical standards and strict confidentiality.

Required skills

• Microsoft 365 (Word, Excel, PowerPoint, Outlook)
• Microsoft Copilot
• CRM software
• Email marketing platforms (e.g. Mailchimp)

What we offer

• Permanent position with market-related salary aligned to experience and industry benchmarks.
• Professional, collaborative advisory firm culture focused on client excellence.
• Autonomy to structure priorities and drive key initiatives.
• Micro flexible hours for start and finish times, negotiable for a working mother.