Partner Assistant - Somerset West

Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the clients. This role requires strong communication skills, attention to detail, ability to work independently and as part of a team, and a willingness to learn and adapt to changing priorities. Key responsibilities include: • Providing administrative support to the Financial Planning Partner(s), including managing schedules, coordinating meetings, preparing reports and presentations, and maintaining accurate records. • Assisting with client services, including conducting client meetings, providing information and guidance, and ensuring that clients receive a high level of service. • Maintaining accurate and up-to-date records of client interactions, financial transactions, and other relevant information. • Collaborating with other Assistants in the office to ensure seamless support to the Financial Planning Partner(s). • Participating in training and development programs to enhance skills and knowledge. Requirements: • Bachelor's degree or equivalent qualification in a related field. • 1-2 years of experience in an administrative role, preferably in a financial services environment. • Strong communication and interpersonal skills. • Ability to work independently and as part of a team. • Attention to detail and ability to maintain accurate records. • Willingness to learn and adapt to changing priorities. Benefits: • Competitive salary and benefits package. • Ongoing training and development opportunities. • Collaborative and dynamic work environment. • Opportunities for career growth and advancement.