Executive Assistant

4 days ago

Cape Town, Western Cape, South Africa The Sales Centre Co. Full time
Key Responsibilities
  1. 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.
2. Client Relationship Coordination
  • 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).
3. Marketing & Communication Support
  • 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.
4. Operational & Team Liaison
  • 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.
5. Compliance & Business Management Support
  • 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.
Ideal Candidate

We're looking for someone who is:
  • Experienced in supporting senior executives (ideally within financial services, wealth management, or professional services).
  • Exceptionally organised and proactive, with outstanding attention to detail.
  • Tech-savvy, with confidence using Zoho CRM, Google Workspace, and marketing platforms.
  • Emotionally intelligent, professional, and able to build strong relationships with clients and partners.
  • Discreet, trustworthy, and comfortable handling sensitive information.

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