TRAFFIC Western Cape

Personal Assistant to CEO

InvisionHR

Job Description

Summary: Createcapacity for the CEO by taking ownership of administrative, coordination, and follow-up responsibilities.Actas an extension ofthe CEO,understanding how he works, thinks, and communicates, andassistaccordingly.Serve as acentral coordination pointbetweenCEOand the business, ensuring alignment, execution, and that nothing is missed, delayed, or forgotten.

Reports to: Business Owner /CEO

Location: Stikland, Cape Town

Schedule: Monday - Fridays, 08:00-16:30 (In-officewith hybrid flexibility)

Responsibilities

Email & Communication Management

  • Manage, organise, and prioritiseemails
  • Draft, respond to, and follow up oncertainemails onCEO'sbehalf
  • Filter non-essential communication and escalat prioritize matters
  • Act asa central pointof contact betweenCEOand stakeholders

Diary & Schedule Management

  • Manage andmaintainCEO'scalendar
  • Schedule meetings, appointments, and reminders
  • Protect and optimiseCEO'stime

Task & Priority Management

  • Maintain and trackCEOtask list and priorities
  • Follow up with team members to ensure execution
  • Monitor deadlines and ensure completion of tasks
  • Ensure nothing falls through the cracks

Meeting Coordination & Administration

  • Prepare meeting agendas and supporting documentation
  • Attend meetings whererequiredand take minutes
  • Distribute notes and track action items
  • Ensure follow-through on decisions made

General Administration

  • Perform day-to-day administrative tasks
  • Prepare reports, summaries, and basic presentations
  • Assistwith drafting and formatting documents (SOPs, policies, reports)
  • Maintainaccurateand organised records

Document Control & Record Keeping

  • Maintain central filing systems (Microsoft Teams/Drive)
  • Ensure documents are updated,accurate, and correctly stored
  • Maintain version control of policies, SOPs, and key documents

Authority & Execution Support

  • Execute tasks and instructions on behalf ofCEO
  • Communicate decisions and instructions to relevant team members
  • Sign standard documents onCEO'sbehalf where formally authorised
  • Drive execution across departments whererequired

Departmental Support (Procurement, Finance & HR)

  • Provide general administrative and coordination support across Procurement, Finance, and HR
  • Assistwith day-to-day tasks, follow-ups, and communication within these departments
  • Support processes and ensure tasks are completed and aligned
  • Provide backup support whererequired

Personal Support

  • Manage personal administrative tasks (appointments, reminders, bookings)
  • Handle ad-hoc personal tasks to improve overall efficiency
Competencies
  • Professional and personally mature
  • High levelof discretion and confidentiality
  • Strong interpersonaland communicationskills
  • Excellent attention to detail and accuracy
  • Proactiveand action-orientated
  • Self-driven, independent workerand reliable
  • Strong senseof ownership and accountability
  • Strong planningand organisational skills
Minimum requirements
  • Minimum5years ofexperience as a Personal Assistant, Executive Assistant, or similar role
  • Tech savvy and proficient in Microsoft Office (Outlook, Word, Excel, Teams)
  • Valid South African driver's license
  • Fluent in English(Afrikaansadvantageous)

Our ideal candidate will:

  1. Act proactively -not wait for instructions
  2. Anticipate needs and act ahead of time
  3. Maintain high attention to detail and follow-through
  4. Ensure nothing is missed, delayed, or forgotten
  5. Take ownership of outcomes, not just tasks
  6. Operate with urgency, structure, and reliability

A successful PA will:

  1. Create significant increase in available time and focus on high-value activities for the CEO
  2. Reduce administrative and operational load on the CEO
  3. Improve organisation, structure, and coordination across the business
  4. Ensure strong execution and follow-through on priorities

About This Role

Career insights for Personal Financial Advisors positions

Salary Benchmark
R38,810/month
R27,104 to R54,338/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening Reading Comprehension Speaking Writing Critical Thinking
Common Technologies
Act! CRM Microsoft Dynamics 365 Salesforce CRM Financial planning presentation software Microsoft PowerPoint 365 MoneyTree Silver Financial Planner (presentation feature) Envestnet MoneyGuide Ibbotson Portfolio Strategist

Job Overview

Date Posted
07 Apr 2026
Location
Western Cape, South Africa

Personal Financial Advisors Insights

Median Salary (ZAR)
R38,810/month
Job Outlook
This career will grow rapidly in the next few years.

Similar Opportunities

This page incorporates data from O_NET OnLine, courtesy of the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), under the CC BY 4.0 license. O_NET is a registered trademark of USDOL/ETA. Assessify has adapted and modified the original content. Please note that USDOL/ETA has neither reviewed nor endorsed these changes.