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Centurion: Personal Assistant to Financial Advisor

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Job Description

About the Role

We are seeking an experienced and highly skilled Personal Assistant to join our team as a Centurion, providing exceptional support to our Financial Advisor. As a key member of our financial services team, you will be responsible for managing the day-to-day operations, ensuring seamless client interactions, and maintaining accurate records.

Key Responsibilities

  • Provide full administrative and PA support to Financial Advisor
  • Manage diaries, scheduling appointments, and coordinating meetings
  • Handle client correspondence and queries professionally
  • Prepare and submit documentation for new business, amendments, and reviews
  • Liaise with product providers, insurers, and internal stakeholders
  • Maintain accurate client records and compliance documentation
  • Capture, update, and manage client data on internal systems
  • Assist with reports, presentations, and general office administration

Requirements

Previous experience in a Personal Assistant / Administrator role

Experience within financial services, insurance, investments, or wealth management

Experience working on the Avalon and Salesforce is preferred

Salary & Benefits

Not specified

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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.

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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.


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



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