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 (Not experience as a general secretary/cashier/au pair etc.)

-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.

As per job specification.