💼 Personal Assistant (Insurance) – Paarl
📍 Location: Cape Winelands
📅 Job Type: Permanent
💰 Salary: Market Related
📂 Sectors: Administration | Insurance | Marketing Support
📌 Reference: CPT000172/DvdM
🗓️ Apply Before: 6 June 2025
About the Employer
Vine Recruitment has served the Cape Winelands since 2008, building lasting partnerships through personal attention, trust, and meaningful career connections. Our client, a respected insurance firm in Paarl, is seeking a professional Personal Assistant with marketing experience to support the MD in administrative and client-facing functions.
📝 Key Responsibilities
Manage the MD’s electronic diary, appointments, and meetings.
Prepare reports, presentations, and professional correspondence.
Coordinate events, book venues, and maintain meeting notes.
Serve as the first point of contact for client inquiries and follow-ups.
Maintain and update client data on relevant CRM systems.
Prepare compliant client files and support new business consultations.
Assist with existing client servicing and relationship management.
Draft and present financial planning alternatives and proposals.
Support the implementation and monitoring of financial plans.
Oversee administrative processes including compliance and marketing.
✅ Minimum Requirements
Matric + 5 years as a Personal Assistant (preferably in Financial Services),
OR a B-Degree + 2+ years in a similar PA role.Computer literacy: MS Office (basic to intermediate level).
Fluent in Afrikaans and English (written and spoken).
Strong organizational, interpersonal, and time-management skills.
Proactive, independent, and able to multitask under pressure.
Own reliable transport and cell phone is required.
Marketing support experience is a plus.
🌱 Why Join This Role?
Work with a well-established and growing financial firm.
Be the right hand to an experienced MD, contributing to strategy and operations.
Apply both administrative and interpersonal skills in a client-focused environment.
Gain exposure in financial planning, compliance, and marketing execution.
📬 How to Apply
📧 Please send your CV, qualifications, references, salary expectation, and a recent photo to:
Let me know if you need assistance.