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Irene: Assistant

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Job Description

About the Role

We are seeking a highly skilled and experienced administrative professional to join our team as an Assistant. The ideal candidate will have a strong background in long-term insurance or financial services, excellent communication skills, and the ability to work effectively with clients and internal teams.

Key Responsibilities

  • Handle and resolve existing client enquiries to ensure satisfaction and retention
  • Manage office administration duties, including reception and maintenance of accurate records
  • Support Wealth Adviser with diary management and scheduling appointments
  • Execute marketing plans and support client campaigns
  • Gather, research, and summarise policy and product information
  • Arrange investment review meetings and follow-up appointments
  • Maintain CRM system, recording client interactions and transaction details
  • Rebalance and maintain existing investment portfolios
  • Prepare and distribute monthly/quarterly statements

Requirements

  • Minimum Grade 12
  • Minimum of 3 years experience in an administrative role within the long-term insurance or financial services industry
  • Computer literate, including advanced MS Excel
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Own vehicle and valid Drivers License

Salary & Benefits

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How to Apply

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

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About Accounting / Finance Jobs in Pretoria

In Pretoria, the accounting and finance sector is typically driven by the need for professionals to provide financial expertise to various industries. The job market tends to be stable, with a steady demand for skilled accountants and finance specialists. Generally, these roles are in high demand across all sectors.

Typically, salaries for accounting and finance positions in Pretoria fall within broad ranges, depending on factors such as level of experience, company size, and industry sector. For example, entry-level accounting positions might start around R200 000 to R350 000 per annum, while senior roles can range from R600 000 to over R1 million per year. However, it is essential to note that these figures are general estimates and may vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Pretoria include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, attention to detail, effective communication skills, and the ability to work under pressure. Typically, candidates with a degree in accounting or finance are preferred, but experience and certifications can also be advantageous.

Many industries commonly employ accountants and finance specialists, including the financial services sector, technology industry, manufacturing sector, and public sector entities. The latter often require professionals with expertise in budgeting, auditing, and financial management.

Career development opportunities for accountants and finance professionals in Pretoria are generally excellent, with many routes available to advancement. Typically, roles may progress from senior accountant or finance analyst positions to more senior leadership roles, such as financial manager or controller. Some also choose to pursue advanced qualifications or certifications, such as a Chartered Accountant (SA) designation.

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



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