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Executive Assistant - Finance Industry (Remote)
Job summary
A financial services support firm in Gauteng is seeking an experienced executive assistant to manage schedules, maintain client relationships, and handle sensitive information. The ideal candidate will have strong organizational skills and experience with CRM tools like Zoho. The role requires discretion and a proactive approach to support high-net-worth clients effectively.
Qualifications
- Experience supporting senior executives in financial services or professional services.
- Outstanding attention to detail and organizational skills.
- Experience using marketing platforms.
Responsibilities
- Manage diary scheduling and prioritize meetings.
- Screen emails and draft responses.
- Coordinate client onboarding and reviews.
- Maintain compliance documentation.
Skills
Tools
Strategic diary management– scheduling and prioritising meetings with clients, introducers, and partners.
Inbox management– screening emails, prioritising actions, and drafting responses.
Preparing and following up on meetings – collating documents, preparing agendas, and tracking actions.
Handling confidential correspondence and sensitive client information.
Managing travel arrangements, logistics, and expenses.
Acting as the first point of contact for high-net-worth clients on non-advice matters.
Coordinating new client onboarding and annual review meetings.
Liaising with back-office teams to ensure smooth progress of applications and reviews.
Maintaining accurate and compliant CRM records (Zoho).
Managing blog uploads and website content updates.
Coordinating email newsletters and client communications (usingZoho Campaigns,Zoho Social, WordPress, Canva, etc.).
Proofreading and formatting client-facing materials for brand consistency.
Assisting with social media management and event coordination for client and networking events.
Acting as the communication bridge between adviser, operations, and external partners (e.g. solicitors, accountants).
Tracking key business activities and ensuring deadlines are met.
Providing regular updates on client work and project progress.
Supporting CPD (Continuing Professional Development) tracking and file management.
Ensuring compliance documentation is correctly maintained.
Pulling CRM and business data for review and planning sessions.
We're looking for someone who is :
Experienced in supporting senior executives (ideally within financial services, wealth management, or professional services).
Exceptionally organised and proactive, with outstanding attention to detail.
Tech-savvy, with confidence using Zoho CRM, Google Workspace, and marketing platforms.
Emotionally intelligent, professional, and able to build strong relationships with clients and partners.
Discreet, trustworthy, and comfortable handling sensitive information.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.