RecruitSA

Executive Assistant

• Managing all day-to-day administrative and operational activities
• Acting as the main point of contact for client communication
• Supporting production workflows, order tracking, and delivery timelines
• Assisting with product costing, pricing structures, and customisation details
• Managing order fulfilment from confirmation through to final delivery
• Maintaining, improving, and building efficient systems and workflows
• Reviewing existing processes and proactively recommending improvements
• Working closely with the founder as a trusted, long-term right-hand support

Senior Operations – Executive Assistant

• Acting as an extension of the adviser: anticipating needs, coordinating moving parts, and ensuring nothing slips through the cracks.
• Executive support to the Principal Adviser Strategic diary management: booking, prioritising and protecting time for client meetings, preparation, follow-up, networking, coaching and internal planning.
• Inbox triage and email management: Routing emails to processing, operations and wealth teams. Flagging items requiring the adviser’s personal attention.
• Posting key lender and provider updates into the appropriate internal groups.
• Meeting preparation and follow-up: Assembling fact-finds, previous advice documents, financial plans, product overviews and provider reports. Preparing agendas and checklists. Capturing actions and converting them into tasks or operational tickets. Handling confidential client and business information with discretion and professionalism.
• Client coordination and experience Acting as first point of contact for many day-to-day client queries (non-advice), providing updates, managing expectations and arranging next steps. Managing the end-to-end client journey across: Mortgages. Protection. General insurance. Estate planning workflows. Investment and financial planning reviews. Sending timely, plain-English updates so clients always know “where we are now” and “what happens next”. Coordinating client feedback requests following successful completions.
• Operational workflow and systems coordination Maintaining and improving operational dashboards, KPIs and reporting. Creating, assigning and monitoring tasks for one-off and recurring operational items. Liaising with providers, networks and platforms to progress cases and resolve queries. Supporting CPD tracking and logging. Maintaining accurate CRM records and document filing across all core systems.
• Marketing and relationship support Coordinating blog uploads, website updates and light edits. Supporting newsletters and client campaigns. Preparing client-friendly summaries and covering emails aligned with the firm’s tone: warm, clear and practical. Supporting introducer and relationship activity logging and reporting.
• Compliance and business management support Assisting with preparation of files for network sign-off. Triggering and tracking file checks, commission queries and remedial actions. Supporting quarterly planning and maintaining up-to-date process documentation.

Executive Personal Assistant – Principal Adviser

SEO Marketing

• Conduct keyword research, competitor analysis, and SEO audits
• Execute link building strategies
• Analyse website performance using web analytics
• Optimise on-page SEO for client websites
• Collaborate with the team to develop content and technical strategies

Part-Time SEO Specialist

Sales

• Manage enquiry inboxes, including the CEO’s inbox
• Publishing and promoting events on Eventbrite and LinkedIn
• Creating simple feature images and content using AI tools
• Editing and publishing webinars, then repurposing them into blogs and other content
• Promoting events and podcasts through HubSpot, social posts, and emails
• Cleaning and updating data in Excel and HubSpot
• Researching and booking venues for in-person events
• Supporting new member onboarding and updates via WhatsApp
• Assisting the sales team with meeting bookings and discovery call tasks
• Using Surfe and LinkedIn Sales Navigator to identify new prospects
• Supporting small HubSpot projects as needed.

Marketing and Sales Assistant

Software Engineer

• Build, customise, and optimise GoHighLevel accounts for property clients
• Set up workflows, automations, pipelines, triggers, and custom solutions
• Integrate third-party tools using Make.com, N8N, and similar platforms
• Provide client-facing support, troubleshooting issues and improving system performance
• Collaborate with internal teams to translate business needs into technical solutions
• Document processes and ensure systems are scalable and easy to maintain

Senior Operations – Executive Assistant

Executive Personal Assistant – Principal Adviser

Part-Time SEO Specialist

Marketing and Sales Assistant

GoHighLevel Developer – Property Sector