Personal Assistant to Portfolio Manager

SUMMARY:
We’re looking for a Personal Assistant to the Portfolio Manager, based in Umdloti, who thrives in a fast-paced environment, stays one step ahead and confidently manages multiple priorities.

POSITION INFO:
Key responsibilities: Executive & Personal Assistance: Provide high-level administrative and personal support to the Portfolio Manager. Manage diaries, meetings, appointments and schedules. Coordinate meetings and ensure all necessary information is prepared in advance. Prepare agendas, presentations, reports and correspondence. Take accurate meeting minutes and ensure action items are followed up. Manage and prioritise the Portfolio Manager's daily to-do list. Follow up on outstanding tasks and ensure deadlines are met. Coordinate communication between internal teams and service providers. Organisation & Administration: Maintain highly organised electronic and physical filing systems. Prepare and maintain spreadsheets, reports and schedules. Handle confidential information with professionalism and discretion. Assist with projects and special assignments. Ensure important deadlines, renewals, meetings and commitments are proactively tracked. Advanced Excel & Technology: The successful candidate must be highly proficient in Microsoft Excel, including the ability to work confidently with: Formulas and functions Data management Pivot tables Sorting and filtering Reports and dashboards Data analysis and presentation You must also be comfortable using AI tools such as ChatGPT and other AI platforms to improve efficiency, research information, create documents, analyse data and streamline everyday administrative processes. Requirements: Relevant qualification in Business Administration, Office Administration, Executive Assistance, Management, or a related field. Minimum 3 years' relevant experience in a Personal Assistant, Executive Assistant, Office Manager or similar senior administrative role. Advanced Microsoft Excel skills. Strong computer literacy and excellent knowledge of Microsoft Office. Experience using AI tools in a professional environment is highly advantageous. Excellent written and verbal communication skills. Professional, polished and well-spoken. Valid driver's licence. Own reliable vehicle is essential. Ability to work under pressure and manage multiple priorities simultaneously. Should you not receive a response within the next 2 weeks, please consider your application unsuccessful. Vacancies are advertised on our website, should you wish to keep abreast with our active roles. IMPORTANT NOTICE By applying to this advert you hereby acknowledge that you have read and accept the following Protection of Personal Information ACT (POPIA) disclaimer: I hereby consent for Talented Recruitment to process my personal information as part of the recruitment process. Talented Recruitment shall take all reasonable measures to protect the personal information of applicants and for the purpose of this disclaimer \"personal information\" shall be defined as detailed in the Protection of Personal Information Act, Act 4 of 2013 (\"POPIA\").