Personal Broker Assistant (Roodepoort)

Recruiter:

Swift Human Resources

Job Ref:

CEN000900/MVW

Date posted:

Monday, July 14, 2025

Location:

Johannesburg, South Africa

Salary:

25000 Monthly

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)

RESPONSIBILITIES:
Administrative Support

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.

Client Coordination

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).

Document Management

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.

Task and Project Coordination

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.

Personal Tasks (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.

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