Executive Personal Assistant – Principal Adviser

The Sales Centre

Executive Personal Assistant managing operations for a financial planning firm in South Africa. Supporting the Principal Adviser to ensure clients feel informed and organized.

Posted 6/19/2026full-timeRemote • 🇿🇦 South AfricaLead💰 $900 per monthWebsite

About the role

Key responsibilities & impact

Proactively manage and prioritise the adviser’s diary
Triage inbox and route communication appropriately
Identify what needs the adviser’s attention vs what can be handled elsewhere
Prepare for meetings (documents, agendas, context)
Capture actions and ensure they are completed
Act as a key point of contact for client queries (non-advice)
Manage and track client journeys across: Mortgages, Protection & insurance, Investments & financial planning reviews, Estate planning
Keep clients updated in clear, plain English
Create, assign and track tasks across the business
Coordinate with internal support and external providers
Maintain CRM accuracy and document organisation
Monitor workflows and ensure nothing stalls or gets lost
Identify and improve inefficient processes
Work closely with a virtual assistant and external partners
Ensure tasks are clearly defined and followed through
Confidently follow up and keep people accountable
Coordinate blog uploads, newsletters and updates
Assist with client communications in a clear, friendly tone
Support relationship tracking and reporting
Support file preparation and internal checks
Maintain organised, accurate records
Assist with process documentation and ongoing improvements

Requirements

What you’ll need

Experience supporting a senior professional or business owner
Strong organisational and prioritisation skills
Comfortable managing multiple moving parts at once
Excellent written and verbal communication in plain English
High level of discretion and professionalism

Benefits

Comp & perks

10 days PTO monthly accumulated

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

organisational skillsprioritisation skillswritten communicationverbal communicationdiscretionprofessionalismtask managementprocess improvementclient communicationcoordination