Executive Assistant - Finance industry (Remote)

The Sales Centre co; Cape Town; Remote; ZAR 400 000 - 600 000; Full time

Job summary

A financial services support company is seeking an experienced Executive Assistant to provide comprehensive support to senior executives. The ideal candidate will excel in organizational skills, attention to detail, and be tech-savvy. Responsibilities include managing diaries, liaising with high-net-worth clients, and coordinating marketing efforts. Experience with CRM systems like Zoho is preferred. This role offers an opportunity to work in a dynamic environment in Cape Town.

Qualifications

• Experienced in supporting senior executives in financial or professional services.
• Highly organized with exceptional attention to detail.
• Proficient with CRM and Google workspace technologies.

Responsibilities

• Manage diary and schedule appointments for executives.
• Be the first point of contact for high-net-worth clients.
• Coordinate marketing communications including newsletters.
• Track business activities and ensure deadlines are met.

Skills

Organizational skills

Attention to detail

Proactivity

Tech-savvy

Communication skills

Discretion

Tools

Zoho CRM

Google Workspace

Zoho Campaigns

WordPress

Canva

Job description

Key Responsibilities

Executive & Administrative Support

• Strategic diary management – scheduling and prioritising meetings with clients, introducers, and partners.

• Inbox management – screening emails, prioritising actions, and drafting responses.

• Preparing and following up on meetings – collating documents, preparing agendas, and tracking actions.

• Handling confidential correspondence and sensitive client information.

• Managing travel arrangements, logistics, and expenses.

Client Relationship Coordination

• Acting as the first point of contact for high-net-worth clients on non-advice matters.

• Coordinating new client onboarding and annual review meetings.

• Liaising with back-office teams to ensure smooth progress of applications and reviews.

• Maintaining accurate and compliant CRM records (Zoho).

Marketing & Communication Support

• Managing blog uploads and website content updates.

• Coordinating email newsletters and client communications (using Zoho Campaigns, Zoho Social, WordPress, Canva, etc.).

• Proofreading and formatting client-facing materials for brand consistency.

• Assisting with social media management and event coordination for client and networking events.

Operational & Team Liaison

• Acting as the communication bridge between adviser, operations, and external partners (e.g. solicitors, accountants).

• Tracking key business activities and ensuring deadlines are met.

• Providing regular updates on client work and project progress.

Compliance & Business Management Support

• Supporting CPD (Continuing Professional Development) tracking and file management.

• Ensuring compliance documentation is correctly maintained.

• Pulling CRM and business data for review and planning sessions.

Ideal Candidate

We’re looking for someone who is:

• Experienced in supporting senior executives (ideally within financial services, wealth management, or professional services).

• Exceptionally organised and proactive, with outstanding attention to detail.

• Tech‑savvy, with confidence using Zoho CRM, Google Workspace, and marketing platforms.

• Emotionally intelligent, professional, and able to build strong relationships with clients and partners.

• Discreet, trustworthy, and comfortable handling sensitive information.