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Personal Assistant; Insurance Director

Job in Pretoria, 0002, South Africa
Listing for: Morton Moore Financial Services
Full Time position
Listed on 2026-10-14
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Executive Admin/ Personal Assistant
Job Description & How to Apply Below
Position: Personal Assistant (Insurance Director)

Our client, an established short-term insurance brokerage in Pretoria East, is seeking an experienced and highly organised Personal Assistant to support one of their Directors. The role requires a mature, discreet professional who is comfortable managing a demanding diary, competing priorities and confidential information with minimal supervision. This is a key support position within the business and would suit someone who takes genuine ownership of their portfolio.

Key Responsibilities
  • Manage the Director's diary, appointments and meeting schedule, resolving conflicting priorities proactively
  • Act as the first point of contact for the Director, screening calls, correspondence and enquiries
  • Manage the Director's inbox, prioritising and flagging urgent matters for attention
  • Prepare agendas, board and management packs, take minutes and follow up on action items
  • Draft, format and proofread letters, reports, presentations and internal communications
  • Coordinate internal and external meetings, including venue bookings, catering and logistics
  • Arrange local and international travel, including flights, accommodation, itineraries and visas
  • Process expense claims and invoices, and reconcile the Director's credit card statements
  • Maintain confidential filing systems for company, personal and HR-related documentation
  • Liaise professionally with clients, insurers, service providers and internal staff on the Director's behalf
  • Track deadlines, deliverables and compliance dates on behalf of the Director
  • Assist with the coordination of company events, functions and client entertainment
  • Handle ad hoc personal administration for the Director as required
  • Provide support to the broader management team where capacity allows
Requirements
  • Minimum of 3-5 years' experience as a Personal Assistant or Executive Assistant supporting senior management or director level
  • Matric (Grade 12); a secretarial or office administration qualification advantageous
  • Advanced computer literacy in MS Outlook, Word, Excel and Power Point
  • Proven experience in complex diary management and travel coordination
  • Excellent written and verbal communication skills in English;
    Afrikaans advantageous
  • A high level of discretion and proven ability to handle confidential information
  • Strong prioritisation skills with the ability to remain composed under pressure
  • Ability to work independently, anticipate needs and take initiative
  • Valid driver's licence and own reliable transport
  • Previous experience within financial services or insurance advantageous
Benefits
  • Annual performance-based bonus at the company's discretion
  • A stable, professional working environment with direct exposure to executive-level decision making
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