Executive Personal Assistant

Fundi Capital Pty Ltd; Roodepoort; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Fundi Capital Pty Ltd Roodepoort, South Africa, seeks an experienced Executive Assistant to support the Executive Head: Lending. The role focuses on managing diaries, travel, expenses, reports and confidential information with high discretion and efficiency.

You will collaborate with Finance, Marketing, Legal and IT to ensure SLA/SOP alignment, maintain PoPIA compliance and prepare executive level documents. A finance/business background is preferred, with strong MS Office and Sage familiarity.

Qualifications

• National Diploma/NQF6 in Business Administration / Office Management / Executive Support.
• Bachelor's Degree in Business Administration or related field.
• At least 5 years’ proven experience as Executive Assistant / Personal Assistant / Executive Office Manager supporting C-Suite or Executive level.
• At least 3 years' experience in financial services / sales environment advantageous

Responsibilities

• Provide high-level executive, administrative and operational support to the Executive Head: Lending.
• Manage diaries, travel, expenses, reports, communications and confidential information with professionalism and discretion.
• Prepare presentations, proposals and business cases for sales and EXCO/CEO reports.
• Ensure timely submission and quality control of monthly/quarterly Activity Plans and reports.
• Coordinate events, travel, meetings and stakeholder engagements across regions.

Education

National Diploma/NQF6 in Business Administration / Office Management / Executive Support

Bachelor's Degree in Business Administration or related field

5+ years' experience as Executive Assistant / Personal Assistant / Executive Office Manager

3+ years in financial services / sales environment advantageous

Tools

MS Office

PowerPoint

Excel

SAGE

M-Files

Job description

Roodepoort, South Africa | Posted on 03/11/2026

This role isresponsible for providing high-level executive, administrative and operationalsupport to the Executive Head: Lending. This role ensures effective managementof the Executive Office, enabling the Executive Head to focus on strategicleadership, sales performance and stakeholder engagement. This will be done bymanaging diaries, travel, expenses, reports, communications and confidentialinformation with professionalism, discretion and efficiency, ensuring theLending department remains productive, organized and compliant at all times.

Strategic & Operational Support

• Forecast andplan expenses for the Executive Office (SAGE).
• Limit andmanage travel costs for Executive Head and team.
• Manage usageof Executive Head's credit card, reconciliation and submission.
• Managestakeholder and sponsorship costs and budget tracking.
• Manageinvoices, purchase orders and expense claims for Lending Executive Office.

Stakeholder Engagement & Coordination

• Sharing ofnecessary information/knowledge with internal stakeholders as and whenrequested by Executive Head.
• Collaboratingwith internal teams (Marketing, Legal, IT, Verifications, L&D, Finance,Customer Experience) to ensure SLA's/SOP's are aligned.
• Monthly engagements diary coordination to stayabreast with support functions.
• Weekly catchup with Executive Head and manage agenda.
• Manage theExecutive Head's diary, meetings and correspondence proactively.
• KeepExecutive Head abreast of all developments across the regions, includingbusiness unit's operational matters.
• RepresentExecutive Head in internal and external meetings as and when requested to doso, take minutes and distribute actions.
• SupportExecutive Head in developing presentations, proposals, business cases for salesand EXCO/CEO reports.
• Timeoussubmission and quality control of monthly/quarterly Activity Plans, ActivityReports, EXCO Report inputs, CEO report inputs to the Executive Head.
• Compilationof monthly, quarterly, and annual reports, as required by business.
• Reportexpenses, sales activities and projections with accuracy and promptness.
• Perform a preliminary accuracy check ofcommission and incentive schedules against approvedsource data before submission to the Executive Head. Final validation remainswith Finance and Payroll.
• Maintain highly confidential information, filingon M-files and ensuring POPIA compliance.

Events travel Coordination

• EnsureExecutive Head approves conferences and national events in advance.
• Ensure alltravel arrangements are made at least 2 weeks in advance, unless urgentbusiness requires otherwise.
• Coordinate Sales leadership meetings and teamengagements logistics.

Contracts, Audit & Compliance Administration

• Attend allinternal training.
• Maintain a register of regional contracts and follow up with managers on renewals,expiries and outstanding documentation.
• Ensure allnew contracts are reviewed by Legal before signing and track status.
• Flag newcontracts whose terms may not align with internal commercial and pricingpolicies for review by Legal and Finance. Load contracts to M-files.
• Follow upwith all relevant stakeholders to submit audit requirements as and whenrequired.
• Provide audit tracker to Executive Head monthlyand/or when requested.

Requirements

Qualifications & Experience

• National Diploma/NQF6 inBusiness Administration / Office Management / Executive Support.
• Bachelor's Degree inBusiness Administration or related field.
• Atleast 5 years’ proven experience as Executive Assistant / Personal Assistant /Executive Office Manager supporting C-Suite or Executive level. At least 3years' experience in financial services / sales environment advantageous

Knowledge and skills

• Understandingof fintech sector and Fundi's offering.
• Understandingof executive office management and best practice.
• Strongadministrative, diary and travel management skills.
• High level ofconfidentiality and discretion.
• Reportwriting and presentation compilation.
• Knowledge ofoperational efficiency and office procedures.
• Knowledge of Lendingproduct structures (advantage).
• Proficientin MS Office (Advanced PowerPoint, Excel), working knowledge of SAGE andM-Files advantageous.

Behaviours

• Analyticalthinking
• Conceptualthinking
• Resultsfocused
• Abilityto network and build relationships with ease
• Self-Confidence
• Highly professional anddiscreet
• Disciplinedand methodological
• Highlyself-motivated and directed
• Tenaciousand resilient
• Worksindependently, motivated by own drive and enthusiasm
• Adaptableand able to thrive in a fast-paced environment
• Customer-focusedwith a strong commitment to service excellence
• Excellenttime management and ability to prioritize under pressure