Personal Broker Assistant (Roodepoort)

Findojobs South Africa; Gauteng; On-site; ZAR 50,000 - 200,000; Full time

Job summary

A reputable insurance firm in Roodepoort is seeking an experienced Personal Assistant (PA) to provide high-level administrative support to the Director. The ideal candidate will have 10+ years of relevant experience, be fluent in Afrikaans, and possess excellent planning and organizational skills. Responsibilities include diary management, client coordination, and document management within a fast-paced environment. This role comes with competitive remuneration and professional growth opportunities.

Qualifications

• 10+ years' experience in a similar PA or executive assistant role.
• Experience in financial services or life insurance is preferred.
• Strong organizational and multitasking abilities.

Responsibilities

• Manage the Director’s diary and schedule appointments.
• Organize and take minutes for internal and external meetings.
• Handle email correspondence and maintain contact lists.

Skills

Planning and organizational skills

Tech-savvy

Fluent in Afrikaans

Excellent communication skills

Attention to detail

Education

Matric

Diploma in business administration or related field

Tools

MS Office

CRM Software

Job description

SUMMARY:
The Personal Assistant (PA) will provide high-level administrative and organisational support to the Director of an (life) insurance firm. The role requires exceptional planning skills, discretion, and the ability to manage multiple priorities efficiently in a fast-paced environment. The ideal candidate will be proactive, tech-savvy, and capable of handling confidential information with professionalism.

MINIMUM QUALIFICATIONS AND EXPERIENCE:

• Matric (essential);
• Diploma in business administration, office management or secretarial studies is an advantage.
• 10+ years’ experience in a similar PA or executive assistant role, preferably in financial services or life insurance background.
• Must reside in the Roodepoort (Westrand) area
• Must be Fluent in Afrikaans
• Excellent communication and interpersonal skills
• Strong organisational and multitasking abilities
• High level of accuracy and attention to detail
• Proficient in MS Office and digital tools (Outlook, Teams, CRM Software)

SUMMARY:
The Personal Assistant (PA) will provide high-level administrative and organisational support to the Director of an (life) insurance firm. The role requires exceptional planning skills, discretion, and the ability to manage multiple priorities efficiently in a fast-paced environment. The ideal candidate will be proactive, tech-savvy, and capable of handling confidential information with professionalism.

MINIMUM QUALIFICATIONS AND EXPERIENCE:

• Matric (essential);
• Diploma in business administration, office management or secretarial studies is an advantage.
• 10+ years’ experience in a similar PA or executive assistant role, preferably in financial services or life insurance background.
• Must reside in the Roodepoort (Westrand) area
• Must be Fluent in Afrikaans
• Excellent communication and interpersonal skills
• Strong organisational and multitasking abilities
• High level of accuracy and attention to detail
• Proficient in MS Office and digital tools (Outlook, Teams, CRM Software)

RESPONSIBILITIES:
Administrative Support

• Manage the Director’s diary: schedule appointments, client meetings, and follow-ups.
• Organise internal and external meetings, taking minutes where required.
• Handle all email correspondence and respond on behalf of the Director where appropriate.
• Maintain contact lists, update CRM systems, and assist with policy and client information tracking.

Client Coordination

• Schedule and confirm client appointments, ensuring timely follow-ups.
• Liaise with clients professionally and confidentially, often acting as the first point of contact.
• Prepare documentation for client meetings (e.g.life cover quotations, application packs etc).

Document Management

• Prepare, format, and proofread reports, presentations, and proposals.
• Ensure all compliance documents and client files are complete and properly archived.
• Submit applications to underwriters and follow up on outstanding documentation.

Task and Project Coordination

• Support in the execution of sales campaigns or client retention projects.
• Help track performance metrics, sales targets, and incentive deadlines.
• Conduct basic research on industry trends or new insurance products as required.

Personal Tasks (as required)

• Make travel, accommodation, and event arrangements for the Director.
• Occasionally manage personal errands to help the Director focus on business priorities.

POSITION INFO:
Position for a Directors Assistant (Insurance) based in Roodepoort.

Kindly apply if you meet the minimum requirements. Should you not hear back from us within 2 weeks consider your application as unsuccessful.

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