Personal Assistant to Portfolio Manager at Talented Recruitment Specialists

• We’re looking for a Personal Assistant to the Portfolio Manager, based in Umdloti, who thrives in a fast-paced environment, stays one step ahead and confidently manages multiple priorities.

Key responsibilities: 
Executive & Personal Assistance:

• Provide high-level administrative and personal support to the Portfolio Manager.
• Manage diaries, meetings, appointments and schedules.
• Coordinate meetings and ensure all necessary information is prepared in advance.
• Prepare agendas, presentations, reports and correspondence.
• Take accurate meeting minutes and ensure action items are followed up.
• Manage and prioritise the Portfolio Manager's daily to-do list.
• Follow up on outstanding tasks and ensure deadlines are met.
• Coordinate communication between internal teams and service providers.

Organisation & Administration:

• Maintain highly organised electronic and physical filing systems.
• Prepare and maintain spreadsheets, reports and schedules.
• Handle confidential information with professionalism and discretion.
• Assist with projects and special assignments.
• Ensure important deadlines, renewals, meetings and commitments are proactively tracked.

Advanced Excel & Technology:
The successful candidate must be highly proficient in Microsoft Excel, including the ability to work confidently with:

• Formulas and functions
• Data management
• Pivot tables
• Sorting and filtering
• Reports and dashboards
• Data analysis and presentation
• You must also be comfortable using AI tools such as ChatGPT and other AI platforms to improve efficiency, research information, create documents, analyse data and streamline everyday administrative processes.

Requirements:

• Relevant qualification in Business Administration, Office Administration, Executive Assistance, Management, or a related field.
• Minimum 3 years' relevant experience in a Personal Assistant, Executive Assistant, Office Manager or similar senior administrative role.
• Advanced Microsoft Excel skills.
• Strong computer literacy and excellent knowledge of Microsoft Office.
• Experience using AI tools in a professional environment is highly advantageous.
• Excellent written and verbal communication skills.
• Professional, polished and well-spoken.
• Valid driver's licence.
• Own reliable vehicle is essential.
• Ability to work under pressure and manage multiple priorities simultaneously.