Personal Assistant (Insurance Director)

Morton Moore Financial Services; Pretoria; On-site; ZAR 360,000 - 520,000; Full time

Benefits offered by this job

Annual bonus

Professional working environment

Job summary

Morton Moore Financial Services is seeking an experienced Personal Assistant in Pretoria East to support a Director. You must manage a demanding diary, coordinate travel, prepare board packs and maintain confidentiality with minimal supervision.

Ideal candidates have 3–5 years in executive support, strong MS Office skills, and a proactive, discreet approach. The role offers exposure to senior decision-makers and a stable professional environment.

Qualifications

• Minimum 3–5 years of experience as Personal/Executive Assistant to senior management.
• Matric and a secretarial/office administration qualification are advantageous.
• Advanced computer literacy across MS Outlook, Word, Excel and PowerPoint.

Responsibilities

• Manage the Director's diary and appointments, balancing priorities.
• Screen calls, correspondence and enquiries, acting as first contact.
• Prepare agendas, minutes and management packs; draft reports and letters.
• Coordinate meetings, travel, visas and logistics; handle expenses.

Skills

Diary management

Travel coordination

Microsoft Office

Communication

Discretion

Independent work

Education

Matric (Grade 12)

Secretarial/office admin qualification

Tools

MS Outlook

Word

Excel

PowerPoint

Job description

Our client, an established short-term insurance brokerage in Pretoria East, is seeking an experienced and highly organised Personal Assistant to support one of their Directors. The role requires a mature, discreet professional who is comfortable managing a demanding diary, competing priorities and confidential information with minimal supervision. This is a key support position within the business and would suit someone who takes genuine ownership of their portfolio.

Key Responsibilities

• Manage the Director's diary, appointments and meeting schedule, resolving conflicting priorities proactively
• Act as the first point of contact for the Director, screening calls, correspondence and enquiries
• Manage the Director's inbox, prioritising and flagging urgent matters for attention
• Prepare agendas, board and management packs, take minutes and follow up on action items
• Draft, format and proofread letters, reports, presentations and internal communications
• Coordinate internal and external meetings, including venue bookings, catering and logistics
• Arrange local and international travel, including flights, accommodation, itineraries and visas
• Process expense claims and invoices, and reconcile the Director's credit card statements
• Maintain confidential filing systems for company, personal and HR-related documentation
• Liaise professionally with clients, insurers, service providers and internal staff on the Director's behalf
• Track deadlines, deliverables and compliance dates on behalf of the Director
• Assist with the coordination of company events, functions and client entertainment
• Handle ad hoc personal administration for the Director as required
• Provide support to the broader management team where capacity allows

Requirements

• Minimum of 3-5 years' experience as a Personal Assistant or Executive Assistant supporting senior management or director level
• Matric (Grade 12); a secretarial or office administration qualification advantageous
• Advanced computer literacy in MS Outlook, Word, Excel and PowerPoint
• Proven experience in complex diary management and travel coordination
• Excellent written and verbal communication skills in English; Afrikaans advantageous
• A high level of discretion and proven ability to handle confidential information
• Strong prioritisation skills with the ability to remain composed under pressure
• Ability to work independently, anticipate needs and take initiative
• Valid driver's licence and own reliable transport
• Previous experience within financial services or insurance advantageous

Benefits

• Annual performance-based bonus at the company's discretion
• A stable, professional working environment with direct exposure to executive-level decision making