Team Executive Assistant (Financial Services)

Introduction

Support top-tier investment professionals in a fast-paced, global environment.

Is this you?

You’re a proactive, detail-oriented multitasker who thrives in a dynamic, high-performance environment. Your organisational skills are unmatched, and you take pride in staying ten steps ahead. You’re known for your discretion, calm under pressure, and your ability to manage tasks independently while building strong relationships across teams.

You have a natural ability to bring order to complexity, and nothing slips through the cracks on your watch.

What you’ll be doing (and why you’ll enjoy it)

In this vital support role, you’ll work closely with senior portfolio managers and the broader client management team to ensure seamless operations. Your day will include managing complex diaries and travel arrangements, coordinating meetings, preparing documents, taking minutes, and supporting client interactions.

You’ll be a go-to person for handling investment trade coordination, compliance matters, and liaising with service providers and clients. Whether you’re troubleshooting admin issues, responding to queries, or organising flights and events, you’ll play a key part in helping the team stay ahead and deliver an exceptional client experience.

Where you’ll be doing it

You’ll be joining a prestigious financial services firm with an international presence, specialising in wealth and investment management. With a commitment to excellence and a culture of collaboration, they provide unparalleled opportunities for professional growth and development. You’ll be based in professional offices in Cape Town CBD. After probation there is one day work from home with flexible working hours.

What you’ll need

You’ll bring a Matric and solid experience as a Team Assistant, Personal Assistant or similar role in financial / corporate services. You’re tech-savvy with strong MS Office skills, great at managing multiple priorities, and confident engaging with internal and external stakeholders. You’re able to draft critical documents and have experience putting together great PowerPoint presentations.

You’re dynamic, discreet, independent, and thrive in a role where initiative and ownership are key. Your communication skills, attention to detail, and ability to problem-solve will set you apart. You will be required to have a clear credit record due to the nature of the industry.

What you’ll get

You’ll receive a competitive salary package with benefits and be part of a respected firm that invests in its people, encourages personal development, and offers stability and growth in a trusted industry.

How to apply

Please respond on the job portal.

We do respond to everyone! Just give us a few days to work through your application.