Executive Assistant - Staff Solutions
Gqeberha / Port Elizabeth, Eastern Cape 28 days ago Permanent Salary - Market Related
Executive Assistant
Staff Solutions
Gqeberha / Port Elizabeth, Eastern Cape
Date Created : 28 days ago
Job Type : Permanent
Salary : Market Related
Administrative & Executive Support:
- Manage the financial planner’s schedule, meetings, and appointments.
- Screen and handle emails, calls, and correspondence professionally.
- Prepare and maintain client records, reports, and financial documentation.
- Assist in drafting and proofing client communication, presentations, and reports.
- Liaise with clients, product providers, and service providers.
- Act as the first point of contact for clients, providing exceptional service.
- Handle client queries, follow-ups, and ensure timely responses.
- Assist in onboarding new clients, including completing compliance and FICA documentation.
- Maintain an organised CRM system to track client interactions.
- Assist with investment applications, policy updates, withdrawals, and transfers.
- Prepare financial planning documents, investment proposals, and risk analysis reports.
- Ensure compliance with FSCA regulations and industry requirements.
- Track deadlines for compliance renewals, regulatory submissions, and documentation updates.
- Oversee workflow, deadlines, and key deliverables in the financial planning process.
- Assist in the implementation of systems and processes to improve efficiency.
- Minimum: Matric (Grade 12) with strong administrative experience.
- Preferred: Diploma or degree in Finance, Business Administration, or a related field.
- Experience: 3+ years in an administrative/executive assistant role, ideally in financial services, wealth management, or a professional services firm.
- Highly organised with strong attention to detail.
- Excellent written and verbal communication skills.
- Strong numerical and analytical skills (for financial reporting).
- Tech-savvy – proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint).
- Experience with financial planning software, CRM systems, or investment platforms (advantageous).
- Competitive salary.
- Career growth opportunities.
- Dynamic, professional and client-focused working environment.
- Opportunity to develop skills in financial administration and high-net-worth client management.
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