RecruitSA

• Manage and coordinate executive calendars, including scheduling, rescheduling, and confirming meetings, appointments, and events across multiple time zones. • Monitor and manage inboxes by prioritising emails, responding professionally on behalf of executives, and ensuring urgent matters are addressed promptly. • Coordinate local and international travel arrangements, including flights, accommodation, transportation, itineraries, and last-minute changes. • Prepare, edit, proofread, and organise documents, reports, presentations, proposals, and correspondence with a high level of accuracy and professionalism. • Track tasks, deadlines, projects, and follow-ups to ensure smooth day-to-day operations and accountability across teams. • Act as a gatekeeper and first point of contact for internal and external stakeholders, maintaining professional communication at all times. • Handle confidential and sensitive information with discretion, integrity, and professionalism. • Provide bookkeeping and administrative support, including invoicing, expense tracking, payment follow-ups, and maintaining accurate records. • Support operational workflows by creating and maintaining systems, processes, SOPs, and digital filing structures. • Coordinate virtual meetings, prepare agendas, take meeting notes, and follow up on action items. • Assist with research, data collection, reporting, and project coordination as required. • Liaise with clients, suppliers, and team members to ensure tasks and deliverables are completed efficiently. • Utilise project management and communication tools such as Asana, ClickUp, Slack, Trello, Microsoft Teams, and Google Workspace to maintain workflow and collaboration. • Anticipate executive needs, solve problems proactively, and ensure nothing falls through the cracks in a fast-paced remote environment.

• Executive support to the Principal Adviser • Strategic diary management: booking, prioritising and protecting time for client meetings, preparation, follow-up, networking, coaching and internal planning. • Inbox triage and email management: Routing emails to processing, operations and wealth teams. Flagging items requiring the adviser’s personal attention. • Meeting preparation and follow-up: Assembling fact-finds, previous advice documents, financial plans, product overviews and provider reports. • Preparing agendas and checklists. • Acting as first point of contact for many day-to-day client queries (non-advice), providing updates, managing expectations and arranging next steps. • Managing the end-to-end client journey across: Mortgages, Protection, General insurance, Estate planning workflows, Investment and financial planning reviews. • Maintaining and improving operational dashboards, KPIs and reporting. • Supporting newsletters and client campaigns. • Assisting with preparation of files for network sign-off.

• Lead PR efforts, pitching stories journalists actually care about • Secure meaningful coverage and build strong media relationships • Support digital campaigns that keep clients visible and relevant • Manage multiple client accounts simultaneously and handle deadlines confidently

• Owning all day-to-day operations and administration end-to-end • Acting as the primary point of contact for clients — via phone, email, and WhatsApp • Managing the full order lifecycle from confirmation through to delivery • Actively supporting the sales process — following up on quotes and leads • Building and maintaining strong client relationships that drive repeat business • Supporting production workflows, timelines, and supplier coordination • Identifying inefficiencies in existing processes and implementing improvements • Communicating directly and regularly with the CEO via WhatsApp

• Conducting advanced keyword research and competitor analysis • Performing in-depth technical SEO audits and implementing improvements • Developing and executing link building strategies • Optimising on-page SEO for client websites • Analysing performance using web analytics tools • Collaborating with internal teams to shape content and technical strategies • Identifying growth opportunities and translating insights into action