RecruitSA

Financial Planning and Analysis

• Executive & Administrative Support
• 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 (using Zoho 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.

Executive Assistant – Finance Industry

Administrative Assistant

• Create, design, and schedule email marketing mailers using DesignModo, Mailchimp, etc.
• Maintain enquiry dashboards, update lead status, and prepare reports
• Manage and organise brand assets, marketing files, guidelines, and templates
• Update lookbooks, brochures, magazines, price lists, and presentations using Canva, InDesign, PowerPoint, and Excel
• Conduct keyword research, optimise website content and product listings, update metadata, and track performance using Google Analytics/Search Console
• Upload and update products on websites (Shopify/WordPress) and platforms like 1st Dibs
• Assist with CPD marketing, presentations, social posts, and event invites
• Prepare proposals, meeting decks, and order confirmations
• Update email signatures (Exclaimer), coordinate with printers, and handle business card orders

Marketing and Administrative Assistant

Executive Assistant

• Provide strategic and operational support across admin, sales, and client journey touchpoints
• Manage the CEO’s calendar and scheduling to ensure smooth operations
• Handle invoicing and follow-ups independently
• Coordinate and update tasks in Asana project management system
• Maintain and optimize records in Salesflare (CRM) – sync calendar appointments and update pipelines
• Review meeting notes and update pipelines daily
• Manage tasks, opportunities, and records; create and assign follow-up actions for potential clients
• Generate and track job numbers
• Ensure CEO is fully prepared for meetings, including diarizing time for key tasks
• Manage email outreach using MailerLite – send 3x weekly campaigns and set up email funnels for sales
• Create and organize folders for new clients in Google Drive and Asana
• Proactively identify opportunities for CEO promotion and liaise with venues/organizers
• Possible future responsibility: support CEO’s LinkedIn profile (responding to messages, connection requests)

Executive Assistant – Finance Industry

Marketing and Administrative Assistant

Executive Assistant to CEO