The Sales Centre

Executive Personal Assistant

The Sales Centre

full-time

Posted on:

Location Type: Remote

Location: South Africa

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Salary

💰 $800 per month

Job Level

Lead

About the role

  • Executive support to the Principal Adviser, including strategic diary management and email management.
  • Client coordination and experience, acting as the first point of contact for day-to-day client queries.
  • Operational workflow and systems coordination, maintaining operational dashboards and CRM records.
  • Marketing and relationship support, coordinating content uploads and newsletters.
  • Compliance and business management support, assisting with file preparation and tracking checks.

Requirements

  • Proven experience supporting a senior executive in a professional services environment.
  • Strong organisational and prioritisation skills.
  • Confidence using multiple software systems.
  • Excellent written and verbal communication in clear, plain English.
  • Trusted with confidential information.
  • Understanding of UK financial advice, mortgages, protection or estate planning (helpful but trainable).
  • Familiarity with regulated environments and compliant record-keeping.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
organisational skillsprioritisation skillswritten communicationverbal communicationconfidentiality