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  • Posted: Jun 26, 2026
    Deadline: Not specified
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  • Stonehage Fleming clients are defined by their purpose and ambition rather than by simple measures of current wealth. Whatever the stage of their financial life story, they have in common a need for high quality strategic advice and planning, operational support and execution. To meet their needs we are able to draw on a rich array of in-house experience ...
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    Executive Assistant

    • This role will be the main support to the Head of Family Office – Cape Town and the Family Office team in Cape Town. It is imperative that the person in this role must be a dynamic individual that can juggle multiple responsibilities while still producing quality work.

    Main Duties Include:

    • Act on behalf of the Head of Family Office – Cape Town, screening, directing and actioning inbox correspondence, liaising with any relevant teams, person to action in pursuit of addressing diary priorities
    • Provide extensive diary and inbox management along with call and meeting scheduling
    • Maintain calendars of relevant staff members within the team and set up meetings with staff members and clients
    • Point of contact for offshore colleagues – assist with any requirements
    • Assist marketing department with marketing requirements
    • Assist at times with various client work, as instructed by Partners / Team
    • Act as the point of contact among executives, employees, clients and other external partners
    • Manage information flow in a timely and accurate manner
    • Track daily expenses and prepare weekly, monthly or quarterly reports
    • Format information for internal and external communication – memos, emails, presentations, reports
    • Minute taking
    • The management of the Family Office – Cape Town team’s CPD points
    • Assisting with the management of the office head’s administration – expense claims, certificates and information ordering gifts for clients, delivery of documents
    • Ensuring the office head is kept up to date with any information relating to clients, which can have an impact on the client relationship
    • Assisting with QR commentaries and reviews
    • Ensure meetings are well prepared and catered for
    • To pro-actively anticipate anything that could be required for example when unforeseen things come up
    • Assist the Social Committee in the office

    Travel Arrangement Duties:

    • Liaising with a third-party provider to facilitate the scheduling of flights and accommodation for staff members within Stonehage Fleming.

    Qualifications & Experience:

    • Work experience as an Executive Assistant, Personal Assistant or similar role
    • Excellent MS Office knowledge
    • Outstanding organizational and time management skills
    • Familiarity with office gadgets and applications (e.g. e-calendars and copy machines)
    • Excellent verbal and written communications skills
    • Discretion and confidentiality
    • Understanding of the finance industry
    • Previous experience in the Professional Services environment in a similar role advantageous Secretarial diploma or occupational certificate advantageous

    Competencies & Behaviours:

    • Excellent at building, maintaining and managing strong relationships across the business
    • Confident engaging with stakeholders at all levels
    • Able to make decisions, take ownership and accept accountability
    • Working in a fast-paced environment, with the ability to make changes in the moment to deliver
    • Resourcefulness and an ability to solve problems
    • Excellent organising and planning skills
    • Action orientated - can identify and work to clear priorities, manage time and resources effectively
    • Pro-active and have a great attention to detail
    • Strong organisational skills, with an ability to manage your own workflow and that of a team
    • Working in collaboration and inspiring a team to deliver exceptional customer experience
    • Demonstrates drive and enthusiasm for personal development
       

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    Method of Application

    Interested and qualified? Go to Stonehage Fleming on jobs.dayforcehcm.com to apply

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