Personal Assistant to Portfolio Manager KwaZulu-Natal

Talented Recruitment Specialists is actively recruiting for a Personal Assistant to Portfolio Manager position in KwaZulu-Natal. This is an excellent opportunity for professionals in the Administration / Secretarial sector looking to advance their careers.

• Experience Level: 3 years • Educational Background: Others or equivalent • Industry Focus: Administration / Secretarial • Location Preference: in KwaZulu-Natal

The Personal Assistant to Portfolio Manager position is an important role within the Administration / Secretarial sector, offering meaningful career development and professional growth opportunities.

This role in Administration / Secretarial offers valuable career progression opportunities aligned with your experience level and professional aspirations.

When applying for this Personal Assistant to Portfolio Manager position, ensure your CV highlights: • Relevant experience matching the 3 years requirement • Educational qualifications in line with Others • Specific achievements in the Administration / Secretarial field • Any certifications or specialized training

The Administration / Secretarial sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.

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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: 

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.

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.

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.

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.