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Western Cape: Personal Assistant posted by Neo Brokers (Pty) Ltd

Western Cape: Personal Assistant posted by Neo Brokers (Pty) Ltd

Posted on 2025-07-03 00:00:00

Job Summary

Your basic key responsibilities are but not limited to:

  • Write and distribute email, correspondence memos, letters, and forms.
  • Calendar Management
  • Setting up, confirming and managing meetings
  • Administrative tasks
  • Conduct research, collect and analyse data to prepare reports and documents
  • Handle confidential information with discretion
  • Coordinate project-based work when required
  • Follow up on invoices, payments and outstanding tasks
  • Evaluate company documents
  • Assisting with legal documents
  • Opening bank accounts for a variety of brands
  • Registering companies on CIPC
  • Maintaining CIPC information for various brands (e.g. change in directors, change in address, name change)
  • Onboarding new PSPs (Admin)
  • Profile changes related to FSPs that need to be submitted to the FSCA
  • License Applications as and when required
  • Assist with FSCA inspections and compilation of required documents
  • Focuses on excel spreadsheets- will be required to pull reports
  • Interact with external partners and manage professional relationships on behalf of the executive
  • Liaise and team with key support staff and Directors to ensure that all tasks are completed within required deadlines.
  • Personal Arrangements such as medical appointments, client meetings, transport, travelling, exams, events.
  • Ad hoc duties

 
Requirements:

  • Experience as a Personal Assistant
  • Knowledge of office management systems and procedures
  • Excellent experience with MS Office (Word, PowerPoint, Excel)
  • Excellent time management skills and the ability to prioritize work and perform autonomously
  • Attention to detail and problem-solving skills is of importance.
  • Great written and verbal communication skills
  • Strong organisational skills with the ability to multitask and be proactive.
  • Ability to cope under pressure and work in a fast-paced environment.
  • Proactive and handle responsibilities independently
  • Available and flexible to work overtime as and when required after hours and Public Holidays,
  • Willing to assist occasionally on weekends in urgent situations.
  • Available to work an 8–10-hour shift for the day- to attend to any queries as requested by Directors.
  • Own transportation will be advantageous.
  • LLB Degree or qualification relevant to the position
  • Experience in the Finance/Fintech industry advantageous 
View Job  George: Financial Planning Partner Assistant posted by Merand Corbett & Associates

– Position is based in office, in Century City, Cape Town
– Available immediately

Click Go Apply to apply online!


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