Personal Assistant to Financial Advisor
PlaceTalent Centurion R 15,000/month
Key Responsibilities
- Providing full administrative and PA support to Financial Advisor
- Managing diaries, scheduling appointments, and coordinating meetings
- Handling client correspondence and queries professionally
- Preparing and submitting documentation for new business, amendments, and reviews
- Liaising with product providers, insurers, and internal stakeholders
- Maintaining accurate client records and compliance documentation
- Capturing, updating, and managing client data on internal systems
- Assisting with reports, presentations, and general office administration
- Previous experience in a Personal Assistant / Administrator role
- Experience within financial services, insurance, investments, or wealth management
- Experience working on the Avalon and Salesforce is preferred
- Strong organisational and time-management skills
- Excellent verbal and written communication skills
- High level of professionalism and confidentiality
- Proficient in MS Office (Outlook, Word, Excel)
- Ability to work independently within a hybrid working model
Dante PersonnelCenturion
skills.
• Strong organisational skills with the ability to manage multiple priorities.
• Ability to work independently in a remote environment
• Minimum 5 years experience as a Personal Assistant / Legal Litigation Secretary.
• Proven experience...
People DimensionCenturion
as an Executive Assistant / Personal Assistant, with proven C-suite support experience
• Demonstrated ability to manage complex calendars, high workloads, and confidential matters independently
• Advanced proficiency in Microsoft Office and desktop publishing...
Bidvest Protea CoinCenturion
/attributes/skills:
Minimum Requirements
Qualifications
• Diploma or Degree in Business Administration, Office Management, or a related field.
Experience
• Minimum 58 years experience as an Executive Assistant or Personal Assistant at senior management...