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Pretoria: Personal Assistant to Senior Financial Adviser – Financial Services posted by FinSteward

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Job Description

FinSteward (an affiliate of Liberty) is seeking a professional, highly organised Personal Assistant to support one of our Senior Financial Advisers. This role requires a proactive individual who thrives in a structured, fast-paced financial services environment and who values excellence, confidentiality, and professionalism. This is not a traditional PA role. We are looking for a strong operational right-hand who can take ownership of administrative functions, enabling the Financial Adviser to focus on client strategy, production, and growth. Key Responsibilities: Full diary and calendar management for the Financial Adviser Managing emails and correspondence professionally and timeously Scheduling client meetings and follow-ups Preparing client meeting packs, proposals and review documentation Liaising with clients, product providers and internal stakeholders Assisting with compliance documentation and submission processes Tracking new business and following up on outstanding requirements Maintaining accurate client records and CRM updates Handling confidential financial information with discretion General administrative and office support This is a full-time, office-based role in Irene Corporate Corner, Pretoria. 23 years experience as a Personal Assistant / Executive Assistant / Financial Administrator Experience in financial services, insurance, banking or investment environment will be highly advantageous Strong organisational and time management skills Excellent written and verbal communication skills (Afrikaans & English) High attention to detail and accuracy Ability to work independently and take initiative Professional, well-presented and discreet Strong computer literacy (MS Office & CRM systems) Ability to manage pressure and prioritise effectively Advantageous: Experience supporting a Financial Adviser Understanding of compliance and FICA requirements

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How to Apply

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About Admin / clerical / secretarial Jobs in Tshwane

In Tshwane, South Africa, the demand for administrative, clerical, and secretarial professionals is typically high across various industries. This field offers a stable and rewarding career path for individuals who enjoy working in support roles. Generally, these roles are essential to the smooth operation of businesses, governments, and institutions.

The salary range for admin, clerical, and secretarial positions in Tshwane can vary widely depending on factors such as experience, company size, industry sector, and level of responsibility. Typically, entry-level positions may start around R20 000 – R30 000 per annum, while more senior roles can command salaries up to R60 000 – R100 000 or more. However, it’s essential to note that actual salaries may be higher or lower than these broad ranges, and individual circumstances can affect compensation.

Common skills required for admin, clerical, and secretarial roles include strong communication and interpersonal skills, attention to detail, organisational abilities, proficiency in Microsoft Office applications (e.g., Word, Excel, PowerPoint), typing speed and accuracy, and basic computer literacy. Other desirable skills may include experience with HR management systems, knowledge of relevant laws and regulations, and the ability to work in a fast-paced environment.

These roles are commonly found in various industries, including financial services sector, technology industry, manufacturing sector, and public sector organisations. The demand for administrative support is particularly high in sectors that require efficient record-keeping, data management, and customer service.

For those interested in pursuing a career in admin, clerical, or secretarial roles, there are opportunities for career development and advancement. Typically, experience and additional training can lead to senior administrative positions, such as team leader or manager. Some individuals may also choose to specialise in areas like HR administration, office management, or project coordination.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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