Personal Assistant to Financial Advisors
Providential Financial Services · Umhlanga, KwaZulu-Natal
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Start free — we apply for you →PERSONAL ASSISTANT TO FINANCIAL ADVISOR
Location: Durban / Umhlanga Employment Type: Full-Time Industry: Financial Services
I am 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. What We Offer
Competitive salary based on experience
Professional working environment
Opportunity for growth and development
Exposure to the financial services industry
Potential to take on additional responsibilities as the business grows
To Apply
Please send your CV and a brief introduction about yourself explaining why you believe you would be a good fit for the role.
Only shortlisted candidates will be contacted.