About the position
Leading financial services company requires an Office Administrator / Personal Assistant to join their team in Fourways, Johannesburg North.
This role anchors the operational rhythm of a newly launched, fast-growing business unit backed by a recognized financial advisory firm.
The Office Administrator / Personal Assistant will provide high-level support to the Executive Team and manage day-to-day office administrative functions.
As the division expands, the role will evolve to support broader operational needs, making adaptability, maturity, and people-savvy essential.
The successful candidate will play a foundational role and will be expected to grow with the team.
Ideally, the candidate must have financial services industry experience (banking / investments / wealth management / insurance)
Executive Support
Coordinate the team’s calendar’s, travel, meetings, and expense claims
Organize and maintain the team’s digital workspace (emails, shared drives, documents)
Ensure that the team stays up to date with relevant software / tools
Prepare and edit correspondence, presentations, and reports aligned with the company’s professional tone
Provide technical trouble shooting support during presentations/ virtual meetings
Liaise with internal departments, external partners, and teams based at flagship offices
Office Operations & Administration
Coordinate meetings, workshops, and events (including client events and internal events e.g., conferences) - including venue setup, catering, transport arrangements, documentation, and minute-taking
Manage office operations including supplies, facilities, cleaning services, and vendor relationships
Assist with onboarding logistics, documentation, and compliance tracking for new recruits
Maintain accurate records and assist with reporting and internal communications
Support team engagement activities (e.g., celebrations, team building)
Communication & Problem-Solving
Screen incoming calls and correspondence, responding independently where appropriate
Ensure queries, requests, and complaints are timeously referred to the relevant person
Handle confidential documents and information with discretion and professionalism
Must be able to discern when confidentiality is required and act accordingly
Qualifications & Experience:
Matric
Relevant tertiary qualification, certificate, or diploma in Office Administration, Business Management or related field
A minimum of 5 years’ experience in a similar position
Experience in the financial services industry will secure (ie. banking / insurance / investments / wealth management)
Proficient in Microsoft Office Suite, especially Word and PowerPoint
Competencies
Excellent time management; well-organized, deadline-driven, and able to prioritize a high workload
Excellent telephone and office etiquette
Exceptional attention to detail and customer service orientation
Able to manage a high-stress, pressurized environment with composure
Strong communication skills - both written and verbal
Action-oriented with a proactive mindset
Strong administrative and analytical skills
Desired Skills:
- personal assistant
- financial services
- insurance
- office support
- operations
- wealth management
- office administrator
Employer & Job Benefits:
- Basic Salary
