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Personal Assistant

Vacancy Details

Reference No.



Our client is one of SA’s largest investment management companies with a performance history spanning over 100 years. They offer a range of investment and financial planning solutions to protect and grow the long-term wealth of their clients. The organisation takes pride in longevity and innovation, people, teamwork and values. They have a diverse culture, committed to growing their own timber.


Personal Assistant

  • Typing, scanning, filing, etc.
  • Travel management
  • Diary management and reporting activity log to Segment Head
  • Management of expenses
  • Updating client visit schedule

Client Presentations

  • Preparing, printing, binding and distribution of feedback reports / presentations
  • Loading of presentations

Legal Documents

  • Typing or revising investment guidelines / agreements
  • Implementation of legal documents for Account Executives and sending documents for safekeeping

Customer experience management (internal and external clients)

  • Understanding the client landscape (internal and external) and know the clients well enough to be able to deliver a client centric experience
  • Query handling and call management in a way that enforces our intended brand
  • Email screening and distributing client requests to the Client Services team
  • Scheduling of client quarterly feedbacks, client general meetings and client pitches
  • Assist with client events as required


Qualifications and Experience

  • Grade 12 and Diploma / Certificate
  • Minimum of 2 - 4 years experience within a similar role
  • Matric
  • Secretarial qualification


Requirements and Skills

  • Reservation Management
  • Secretarial Support
  • Administration
  • Manages various Stakeholder queries and support


Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful

Position Type


Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Western Cape - Cape Town CBD