Description
PERSONAL ASSISTANT TO FINANCIAL ADVISOR

Location: Durban / Umhlanga
Employment Type: Full-Time
Industry: Financial Services

We are looking for a highly organised, driven and professional Personal Assistant to work closely with me as a Financial Advisor and business owner.

This is an ideal opportunity for someone who is energetic, ambitious, detail-oriented and enjoys working with people. You will play an important role in keeping my day-to-day operations organised and ensuring that clients receive a professional experience.

Key Responsibilities
Managing my daily diary, appointments and meetings

Scheduling and confirming client appointments

Making follow-up calls and communicating with clients

Managing WhatsApp and email correspondence

Preparing client documents and meeting packs

Following up on outstanding information and documentation

Assisting with applications, quotations and administrative processes

Maintaining accurate client records and CRM information

Coordinating meetings, presentations and events

General administrative and organisational support

Assisting with business development and lead management

Ensuring that follow-ups and tasks are completed on time

Requirements
Previous experience as a Personal Assistant, Administrator, Receptionist, Sales Administrator or similar role is advantageous

Excellent communication skills, both written and verbal

Strong organisational and time-management skills

Professional appearance and manner

Computer literate — Microsoft Office and WhatsApp

Strong attention to detail

Ability to multitask and work under pressure

Reliable, punctual and highly organised

Comfortable speaking to clients over the phone

Driver's licence and own vehicle advantageous

The Ideal Candidate
You should be someone who:

Takes initiative rather than waiting to be told what to do

Is comfortable working in a fast-paced environment

Has a strong sense of urgency

Enjoys interacting with people

Can handle confidential information professionally

Is ambitious and interested in developing professionally

Wants to be part of a growing financial services business

This is not a basic filing/admin position. You will work directly alongside the Financial Advisor and gain exposure to financial planning, investments, insurance, client management and business development.

Please send your resume/CV