Job Description
About the Role
We are seeking a highly skilled and experienced Secretary/Administrator to join our team at Helderberg Personnel cc in Pretoria. As a key member of our office, you will be responsible for providing administrative support to our financial advisor, ensuring the smooth operation of our day-to-day activities, and maintaining accurate records and documentation.
Key Responsibilities
- Scheduling meetings and general office administration
- Correspondence with clients and service providers
- Assisting the financial advisor in servicing existing and new clients
- Handling preparation of meeting documentation, application forms, and follow-ups
- Filing, capturing client data, updating spreadsheets, and word documents
- Processing of new business – pre-populating documentation, checking proposals and application forms, submitting to service providers/insurance companies
- Follow-up on client transactions, implementation of new business, etc.
- Drawing statements from service providers and summarizing client portfolio information
- Preparation of presentations, investment summaries, and documentation for client review meetings
- Assisting with FAIS and FICA compliance and other compliance requirements
- Scanning to file all new business documents in client folders
- General office duties, including filing, scanning, printing, ordering stationery, etc.
- Being telephonically available for client queries and acting as the initial point of contact
Requirements
- Grade 12 (Essential)
- 5 years experience at a financial advisory practice is advantageous
- Post Matric qualification will be an advantage
- Strong written and verbal language skills in both Afrikaans and English essential
- Strong computer skills essential
- Own vehicle, transport, and driver’s license essential
Qualifications
- Grade 12 certificate (Essential)
Note: I’ve followed the exact structure provided, preserving all original facts and requirements while reformatting the job posting for better readability.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Tshwane
The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.
When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.
Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.
The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.
Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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