Executive Assistant

• Manage and optimise the advisor's calendar and appointments.
• Coordinate, confirm and reschedule client appointments via WhatsApp.
• Follow up with clients on outstanding administrative matters.
• Track client matters and ensure follow-ups are completed.
• Assist with the administrative coordination of client claims.
• Manage telemarketer administration, including salary calculations, payslips and records.
• Maintain organised records, trackers and internal systems.
• Identify outstanding tasks and proactively follow up without being reminded.
• Handle routine problems independently and escalate only when necessary.
• Improve administrative processes and workflows as the business grows.
• Support the advisor in reducing day-to-day operational workload.
• No financial advisory licence is required; the role will not involve providing financial advice, product recommendations or regulated advisory activities.

Working arrangement: Monday–Friday, hybrid. Office attendance on Monday and Thursday, with remaining working days remote.