Job Description

Ashlea Gardens, Pretoria: PERSONAL ASSISTANT (Financial Advisory Industry)
Minimum Requirements:
-Mature, presentable and professional Afrikaans speaking female, aged 35+ years
-Afrikaans and English first and second languages a must (Afr & Eng client base)
-Matric / Grade 12
-3 to 5 years recent experience as a Personal Assistant a must, preferably in financial advisory/insurance industry
-Computer literate in MS Office (Word, Excel, Outlook, PowerPoint and Teams)
-Excellent organizational, time-management and multitasking skills.
-Exceptional attention to detail and accuracy
-Driver’s license and own reliable transport
-Non smoker
-Stable employment record and contactable References
-To start as soon as possible, preferably immediately
Duties:
-Full Personal Assistant duties for Asset Management Wealth Manager
-Ensuring the smooth day-to-day operations of advisory practice
-Client Relationship Management (Client liaison, schedule and confirm client meetings, prepare meeting packs and documentation, respond to client queries regarding account status etc.)
-Administrative & Operational Support (diary management, coordinate meetings, handle travel arrangements, prepare & submit forms, maintain client files, open new accounts etc.)
-Document Preparation & Data Entry
-Compliance & Regulatory Duties (ensure documentation meets compliance standards, assist with internal and external audits etc.)
-Provider & Platform Coordination (Communicate with investment platforms, insurance companies & product providers to obtain valuations, process transactions, or resolve issues etc.)
-Practice Management & Process Improvement (Maintain office supplies, support event or webinar coordination etc.)
Salary: R 20 000.00 – R 22 000.00 gross maximum
E-mail detailed CV in Word or PDF (not as a link) to oneilc@telkomsa.net and indicate the following in the subject line:
- Reference CR2722; and
- Your monthly gross salary expectation in context with the offered amount.
(Also forward Reference letters and a recent photograph if possible)
APPLICATIONS NOT MEETING ALL REQUIREMENTS WILL BE DELETED.
 

Skills Required