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Role Overview

Proactively manage and prioritise the adviser’s diary
Triage inbox and route communication appropriately
Prepare for meetings (documents, agendas, context)
Act as a key point of contact for client queries (non-advice)
Manage and track client journeys across: Mortgages, Protection & insurance, Investments & financial planning reviews, Estate planning
Maintain CRM accuracy and document organisation
Coordinate blog uploads, newsletters and updates

Requirements

Experience supporting a senior professional or business owner
Strong organisational and prioritisation skills
Comfortable managing multiple moving parts at once
Excellent written and verbal communication in plain English
High level of discretion and professionalism
Helpful (but not required) exposure to financial services, mortgages or professional services
Experience working in structured or regulated environments

Benefits

10 days PTO monthly accumulated

RecruitSA

Open Positions (1)

Operations

Executive Personal Assistant