Personal Assistant to Financial Advisor

JOB DESCRIPTION INFORMATION:
 
Job Title:                                Personal Assistant to Financial Advisor
Employment Type:              Permanent
Work Model:                        Onsite, Johannesburg
 

JOB CONTEXT:
We are seeking a highly organized, proactive, and professional Personal Assistant to support a busy Financial Advisor. This role is ideal for someone who thrives in a fast-paced environment, enjoys working with clients, and has exceptional administrative and organizational skills.
As a Personal Assistant, you will play a key role in ensuring the smooth day-to-day operation of the advisor's practice by managing schedules, coordinating client communications, maintaining accurate records, and providing administrative support. You will act as a trusted point of contact for clients while helping the advisor deliver an exceptional client experience.



Key Responsibilities:
Administrative Support:

• Manage and maintain the Financial Advisor's diary, appointments, and meetings.
• Coordinate client reviews, consultations, and follow-up appointments.
• Prepare meeting packs, reports, and documentation.
• Draft and manage correspondence, emails, and client communications.
• Maintain accurate filing systems and client records.
• Assist with data capturing and updating client information.

• Serve as the first point of contact for clients.
• Build and maintain professional client relationships.
• Follow up on outstanding documentation and client requests.
• Ensure clients receive timely updates and support.
• Handle client queries professionally and efficiently.

• Assist with the preparation and submission of financial applications and documentation.
• Track progress of applications and liaise with providers when required.
• Ensure all documentation is complete, accurate, and compliant.
• Maintain confidentiality of client financial information.
• Assist with compliance and regulatory record-keeping requirements.

• Coordinate meetings, travel arrangements, and events when required.
• Monitor and order office supplies.
• Assist with special projects and business initiatives.
• Support the advisor with ad-hoc administrative duties.

• Matric (Grade 12) required.
• Relevant qualification in Administration, Business Management, Finance, or a related field advantageous.
• Previous experience as a Personal Assistant, Executive Assistant, Administrator, or Financial Services Administrator preferred.
• Experience with Life Insurance, Investments, Medical Aid, and Short-Term Insurance will be advantageous.
• Previous experience within the Financial Services industry will be beneficial.
• Strong understanding of financial products and client service will be an advantage.

• Experience within the financial services industry will be advantageous.
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Strong administrative and organizational abilities.