Description:
Key Responsibilities
Providing full administrative and PA support to Financial Advisor Managing diaries, scheduling appointments, and coordinating meetings Handling client correspondence and queries professionally Preparing and submitting documentation for new business, amendments, and reviews Liaising with product providers, insurers, and internal stakeholders Maintaining accurate client records and compliance documentation Capturing, updating, and managing client data on internal systems Assisting with reports, presentations, and general office administrationMinimum Requirements
Previous experience in a Personal Assistant / Administrator role Experience within financial services, insurance, investments, or wealth management Experience working on the Avalon and Salesforce is preferred Strong organisational and time-management skills Excellent verbal and written communication skills High level of professionalism and confidentiality Proficient in MS Office (Outlook, Word, Excel) Ability to work independently within a hybrid working modelPlease apply directly, by clicking on the apply button or visit
23 Jan 2026;
from:
gumtree.co.za