Opportunity overview
What you should know
We checked this opportunity from Assist World. It is listed as South Africa.
The work location is South Africa. Employer-stated compensation: Salary not included in the job posting.
Job description
About this role
Position Overview We are seeking a highly organized, proactive, and positive Executive Assistant to support the leadership team of a fast-paced wealth management and financial planning firm. This role will primarily support the founder/CEO and work closely with the COO and President to keep priorities, communication, scheduling, and initiatives moving efficiently. The ideal candidate is experienced supporting senior executives, thrives in fast-moving environments, can manage competing priorities, and is comfortable serving as a trusted gatekeeper and organizational partner.
Responsibilities
- Executive & Administrative Support
- ● Manage complex calendars, scheduling, and meeting coordination
- ● Coordinate domestic travel arrangements and itineraries
- ● Monitor and manage executive inboxes
- ● Delegate tasks and communications appropriately
Qualifications and requirements
- ● Experience in financial services, wealth management, or regulated industries preferred
- but not required
- ● Familiarity with Salesforce CRM
- ● Experience managing executive travel and schedules
- ● Experience handling client-facing communications
- Position Overview We are seeking a highly organized, proactive, and positive Executive Assistant to support the leadership team of a fast-paced wealth management and financial planning firm. This role will primarily support the founder/CEO and work closely with the COO and President to keep priorities, communication, scheduling, and initiatives moving efficiently. The ideal candidate is experienced supporting senior executives, thrives in fast-moving environments, can manage competing priorities, and is comfortable serving as a trusted gatekeeper and organizational partner. Key Responsibilities Executive & Administrative Support ● Manage complex calendars, scheduling, and meeting coordination ● Coordinate domestic travel arrangements and itineraries ● Monitor and manage executive inboxes ● Delegate tasks and communications appropriately ● Prioritize emails and action items within CRM workflows ● Ensure deadlines, initiatives, and follow-ups stay on track ● Work closely with leadership to maintain organizational alignment CRM & Workflow Management ● Utilize Salesforce CRM to organize tasks, priorities, and communications ● Create and maintain prioritized action lists ● Track ongoing projects and accountability items ● Support internal workflow coordination across departments Communication & Client Coordination ● Coordinate client-related logistics and follow-ups ● Draft and respond to communications on behalf of executives when appropriate ● Serve as a professional point of contact for clients and internal stakeholders ● Build trusted relationships with clients and team members Social Media & Marketing Support ● Post approved content to LinkedIn and company social channels ● Utilize compliant posting systems (e.g., SaySocial) ● Assist with maintaining consistent executive and company visibility online Personal Assistance (Occasional) ● Assist w
The description, responsibilities and qualifications used for this page and its JobPosting data appear above. Use the application action in the Job snapshot to confirm any later changes before applying.
Why you may be eligible
The source lists South Africa as the eligible location. Confirm that you meet any work-authorization, time-zone and experience requirements.
Career Studio · Early access
Want help preparing your application?
Use this job to tailor your CV and prepare a focused cover letter based on the employer’s requirements.
- Job-specific CV guidance
- Focused cover-letter draft
- You review, edit and submit it yourself
How this listing was checked
- Source status
- Applicant-tracking source confirmed
- Employer or source
- Assist World
- Source checked
- September 9, 2026
- Application destination
- Employer or official applicant-tracking website
- Work setup and location
- Remote · South Africa
- Who can apply
- South Africa · Partially confirmed — review details
- Pay
- Not stated by employer
- Deadline
- Not stated by employer
We check the source and visible requirements, but the employer controls changes and the final hiring decision. Confirm the latest requirements before applying.