Personal Assistant

RecruitMyMom; Durbanville; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Autonomy to structure priorities

Flexible hours for working mothers

Job summary

RecruitMyMom is seeking a Personal Assistant in Durbanville, South Africa, to serve as the central anchor for leadership priorities. The role involves managing executive workflows, supporting operations, and acting as a trusted contact for private wealth and corporate clients.

You will coordinate diaries, travel, and briefing materials, track deliverables, and support marketing communications while maintaining strict confidentiality.

Qualifications

• Requires tertiary qualification in Office Administration, Business Management, or Secretarial Studies.
• Experience in SA financial services, wealth management, or legal sectors preferred.
• Previous Personal Assistant/Executive Assistant role supporting senior leadership.
• Ability to manage dual/executive priorities with high discretion and autonomy.

Responsibilities

• Coordinate dual diaries and arrange travel itineraries with briefing materials.
• Record action items and track deliverables across teams.
• Coordinate workflow and documents for advisors and operations staff.
• Serve as primary contact for private and institutional clients with confidentiality.
• Manage end-to-end client events and seminars, including logistics and RSVPs.
• Oversee client invitation pipelines and distribute approved marketing literature.

Skills

Agenda management

Communication

Discretion

Emotional intelligence

Education

Tertiary Office Admin/Business/Secretarial

Tools

Microsoft 365

CRM

Mailchimp

Job description

Durbanville, South Africa | Posted on 06/11/2026

An established independent financial advisory firm is looking for a Personal Assistant. This role serves as the central anchor, keeping leadership priorities aligned and commitments strictly on track. You will be managing executive workflows, supporting operations, and acting as a professional, trusted touchpoint for private wealth and corporate clients.

Key Responsibilities

• Coordinate dual diaries, resolve scheduling overlaps proactively, organise business travel itineraries, and compile comprehensive briefing materials and agendas.
• Record clear action items during executive and team discussions, tracking deliverables across responsible parties to ensure agreed commitments and deadlines are met.
• Provide workflow and document coordination for financial advisors and operational colleagues to maintain efficient client servicing.
• Serve as a primary point of contact for private and institutional clients, fielding enquiries, handling appointments, and directing sensitive requests appropriately.
• Deliver seamless end-to-end management of client functions and seminars, including venue negotiation, speaker management, RSVPs, and on-the-day logistics.
• Oversee client invitation pipelines, maintain clean distribution lists, and coordinate the dissemination of approved marketing literature and digital media.
• Track regulatory filing deadlines, maintain audit-ready records, liaise with external compliance providers, and secure required documentation.
• Safeguard confidential personnel files, monitoring employment contracts, signed acknowledgements, and policy updates across the organisation.

Requirements

• Relevant tertiary qualification in Office Administration, Business Management, or Secretarial Studies.
• Prior administrative experience within the South African financial services, wealth management, or legal sectors.
• Proven track record in a Personal Assistant or Executive Assistant capacity supporting senior leadership.
• Ability to manage dual or competing executive priorities with high emotional intelligence and autonomy.
• Written and verbal communication skills appropriate for high-net-worth individuals and corporate stakeholders.
• Attention to detail regarding correspondence, records management, and event logistics.
• High ethical standards with strict adherence to confidentiality and discretion.

Required Software Skills

• Microsoft 365 (Word, Excel, PowerPoint, Outlook)
• CRM
• Email Marketing Platforms (e.g., Mailchimp)

Benefits & Culture

• Professional, high-standard advisory firm culture focused on collaboration and client excellence.
• Autonomy to structure priorities and drive key organisational initiatives.

Work Type & Location

• On-site / Office-based (Durbanville / Cape Town Northern Suburbs).
• Micro flexible hours for start and finish times can be negotiated for a working mother.

Employment Type

• Permanent.

Remuneration Notes

• Market-related salary aligned with experience and industry benchmarks.