Personal Broker Assistant (Roodepoort)

SUMMARY:
The Personal Assistant (PA) will provide high-level administrative and organisational support to the Director of an (life) insurance firm. The role requires exceptional planning skills, discretion, and the ability to manage multiple priorities efficiently in a fast-paced environment. The ideal candidate will be proactive, tech-savvy, and capable of handling confidential information with professionalism.

MINIMUM QUALIFICATIONS AND EXPERIENCE:

• Matric (essential);
• Diploma in business administration, office management or secretarial studies is an advantage.
• 10+ years’ experience in a similar PA or executive assistant role, preferably in financial services or life insurance background.
• Must reside in the Roodepoort (Westrand) area
• Must be Fluent in Afrikaans
• Excellent communication and interpersonal skills
• Strong organisational and multitasking abilities
• High level of accuracy and attention to detail
• Proficient in MS Office and digital tools (Outlook, Teams, CRM Software)

• Manage the Director’s diary: schedule appointments, client meetings, and follow-ups.
• Organise internal and external meetings, taking minutes where required.
• Handle all email correspondence and respond on behalf of the Director where appropriate.
• Maintain contact lists, update CRM systems, and assist with policy and client information tracking.

• Schedule and confirm client appointments, ensuring timely follow-ups.
• Liaise with clients professionally and confidentially, often acting as the first point of contact.
• Prepare documentation for client meetings (e.g.life cover quotations, application packs etc).

• Prepare, format, and proofread reports, presentations, and proposals.
• Ensure all compliance documents and client files are complete and properly archived.
• Submit applications to underwriters and follow up on outstanding documentation.

• Support in the execution of sales campaigns or client retention projects.
• Help track performance metrics, sales targets, and incentive deadlines.
• Conduct basic research on industry trends or new insurance products as required.

• Make travel, accommodation, and event arrangements for the Director.
• Occasionally manage personal errands to help the Director focus on business priorities.

POSITION INFO:
Position for a Directors Assistant (Insurance) based in Roodepoort.

Kindly apply if you meet the minimum requirements. Should you not hear back from us within 2 weeks consider your application as unsuccessful.