Executive Assistant -Financial Services

Elmarie Wright -Opsguru; Johannesburg; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A premier boutique financial advisory firm is on the lookout for a highly organized Executive Assistant to support its executive team. This role is essential for ensuring smooth operations, managing communications, and facilitating business growth. You will coordinate meetings, handle travel arrangements, and assist in preparing client proposals while maintaining a proactive approach to client relationships. With a hybrid work model, you will enjoy flexibility while contributing to a mission-driven organization that values financial literacy and community engagement. If you thrive in a dynamic environment and are passionate about making a difference, this opportunity is for you.

Qualifications

• 3+ years of experience in an Executive Assistant role.
• Exceptional email management and organizational skills required.

Responsibilities

• Manage executive's email and communications effectively.
• Coordinate meetings, appointments, and travel arrangements.
• Support business development and client engagement initiatives.

Skills

Organizational Skills

Email Management

Communication Skills

Attention to Detail

Discretion

Education

3+ years as an Executive Assistant

Financial Services Experience

Tools

CRM Systems

Productivity Tools

Job description

A premier boutique financial advisory firm committed to awareness and empowerment is seeking a highly organized and proactive Executive Assistant.

Primary Responsibilities

1. Email and Communication Management
   • Manage the executive's email inbox, prioritizing messages that require immediate attention.
   • Draft responses to routine inquiries and correspondence.
   • Forward relevant emails to appropriate team members based on their responsibilities.
   • Flag important communications requiring the executive's personal attention.
   • Follow up on outstanding emails and ensure timely responses.
   • Maintain an organized digital filing system.
   • Manage WhatsApp communications, notifying the executive of important messages.
2. Administrative Support
   • Schedule and coordinate meetings, appointments, and conference calls.
   • Prepare agendas and supporting materials.
   • Take and distribute meeting notes and action items.
   • Manage the calendar and resolve scheduling conflicts.
   • Handle travel arrangements and process expense reports.
   • Upload documents for client signatures and information sharing.
3. Business Development Support
   • Create space for the executive to focus on client relationships and business growth.
   • Assist in preparing client proposals and financial strategy presentations.
   • Help organize materials for client meetings.
   • Support research for articles and thought leadership content.
   • Track client engagement and maintain the CRM system.
   • Support community engagement and financial literacy initiatives.
4. Team Coordination
   • Coordinate with team members and leads on projects.
   • Establish workflows to minimize operational involvement.
   • Track delegated tasks and provide updates.
   • Manage compliance documents and team files.

Qualifications

Required: 3+ years as an Executive Assistant or similar role, exceptional email and organizational skills, strong communication, proficiency with productivity tools, attention to detail, discretion.

Preferred: Financial services experience, CRM knowledge, project management familiarity, supporting business development, understanding of compliance, confidentiality appreciation.

Personal Attributes

Proactive, adaptable, client-oriented, calm under pressure, process-oriented, ethical, inclusive, passionate about financial literacy.

Location & Work Arrangement

Johannesburg, Rosebank, South Africa. Hybrid model: 2 days onsite, 3 days remote. Full-time, Monday to Friday. First 3 months onsite full-time for training. Competitive salary: R 10,000 to R 12,000 per month, with benefits.

Application Guidelines

Email applications are not accepted. No feedback within two weeks indicates an unsuccessful application. The firm values diversity and is an equal opportunity employer.