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Centurion: Personal Assistant to Financial Advisor

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Job Description

About the Role

We are seeking an experienced Personal Assistant to join our team as a Centurion, providing high-level administrative and PA support to our Financial Advisor. This is an excellent opportunity for a highly organized and detail-oriented individual to work in a fast-paced financial services environment.

Key Responsibilities

  • Providing full administrative and PA support to Financial Advisor
  • Managing diaries, scheduling appointments, and coordinating meetings
  • Handling client correspondence and queries professionally
  • Preparing and submitting documentation for new business, amendments, and reviews
  • Liaising with product providers, insurers, and internal stakeholders
  • Maintaining accurate client records and compliance documentation
  • Capturing, updating, and managing client data on internal systems
  • Assisting 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

Qualifications

  • None mentioned

Salary & Benefits

  • Salary details 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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