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Ekurhuleni: Personal Assistant to Senior Financial Advisor (Liberty) posted by EQ-FIN

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Job Description

About the Role

We are seeking a highly organised and proactive Personal Assistant to support a Senior Financial Advisor in managing daily administrative, client service, and operational responsibilities.

Key Responsibilities

  • Manage and maintain the advisor’s diary, appointments, and meetings
  • Handle incoming calls, emails, and correspondence professionally
  • Prepare meeting packs, reports, and client documentation
  • Maintain accurate filing systems (electronic and physical)
  • Act as the first point of contact for clients
  • Schedule client reviews and follow-ups
  • Assist with onboarding new clients (FICA documentation, forms, etc.)
  • Ensure a high standard of client communication and service delivery
  • Assist with preparation and submission of applications and policy documentation
  • Liaise with product providers, administrators, and internal teams
  • Track outstanding requirements and follow up on pending business

Requirements

  • Proven experience as a Personal Assistant, Administrator, or similar role (preferably in financial services)
  • Strong organisational and time management skills
  • Excellent verbal and written communication skills
  • High attention to detail and accuracy
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)

Qualifications

Matric (Grade 12) essential

How to Apply

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

About Admin / clerical / secretarial Jobs in Gauteng

Admin / clerical / secretarial positions are in high demand across Gauteng, with the job market typically experiencing steady growth in this field. The financial services sector, technology industry, and manufacturing sector are among those commonly employing administrative staff, as they require efficient organisation and support functions to operate effectively.

View Job  Pretoria: Administrator

In terms of compensation, salaries for admin clerical secretarial roles vary widely depending on factors such as level of experience, company size, and industry sector. Generally, entry-level positions may command a salary range of around R10 000 – R20 000 per month, while more senior roles can earn between R30 000 – R60 000 per month or more, depending on individual qualifications and performance. However, it’s essential to note that these figures are only rough estimates and can vary significantly based on the specific employer and industry.

Typically, admin clerical secretarial roles require a range of key skills, including proficiency in Microsoft Office software, excellent communication and interpersonal skills, attention to detail, organisational abilities, and technical knowledge of HR systems or other relevant software. Additionally, many employers also value candidates with experience in customer service, data entry, or bookkeeping.

These roles are commonly found in various industries, such as financial services, technology, manufacturing, and healthcare. In the finance sector, for example, administrative staff may be responsible for providing support to accountants or financial analysts, while in the tech industry, they might assist software developers or IT project managers with administrative tasks.

Career development opportunities for admin clerical secretarial professionals are often extensive, with many roles offering a clear pathway to more senior positions. With experience and additional training, individuals can move into specialist roles such as HR administrator, operations manager, or even management positions.


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



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