Personal Assistant (Financial Services) | R15 000–R20 000 | Full-Time

Sobre esta oferta de emprego

If you’re searching for a rewarding administrative career, the Personal Assistant (Financial Services) role is a fantastic option. This is a full-time opportunity with a competitive monthly salary ranging between R15 000 and R20 000. The role operates under a hybrid working model, supporting two seasoned Financial Advisors who rely on their assistant’s meticulous attention to detail. Applicants should have solid experience in personal assistant or administrative roles, especially within financial services, investments, or insurance sectors. Proficiency in MS Office, especially Outlook, Excel and Word, is essential, while experience with CRM platforms like Salesforce and Avalon is a big plus.

Responsabilidades do dia a dia

This position involves handling critical administrative and PA tasks for two Financial Advisors, ensuring their schedules are optimised and that all client communications are prompt and professional. From managing diaries and appointments to detailed documentation, the Personal Assistant ensures nothing slips through the cracks. Regularly liaising with product providers, insurers, and internal teams forms a key part of the daily workflow. Maintaining client records and compliance files is also crucial, as is accurate data capturing on internal systems. Assistance in preparing reports and presentations is requested regularly, along with responsible office administration and ad-hoc tasks. It’s a role for the highly organised, with no two days exactly the same.

Vantagens desta função

This position offers plenty of professional growth opportunities, especially for those who enjoy working in financial services. The hybrid model provides work-life balance, while close interaction with advisors means ongoing learning. The variety of responsibilities ensures engaging work and the ability to sharpen a wide skill set, from document handling to client communications and system management. The salary offer is attractive for the market standard, with potential for long-term career prospects in the industry.

Contras a considerar

The role requires significant attention to detail and confidentiality, which can become demanding. High expectations for time management and multitasking can be stressful during busy periods. There are frequent requests from both advisors, and the hybrid set-up still requires excellent self-motivation. Those unaccustomed to fast-paced financial environments may find initial weeks particularly challenging. Experience with complex admin systems is preferred, and a lack thereof could lengthen the learning curve.

Veredicto

Overall, the Personal Assistant (Financial Services) role is a strong option for individuals searching for growth and stability within professional admin roles. The hybrid model, competitive salary, and learning environment make it compelling, provided you’re organised and ready for diverse challenges. If you want to build your admin career in financial services, this post is well worth considering for your next application.