Menu Close

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

Advertisement



Job Description

About the Role

FinSteward, an affiliate of Liberty, is seeking a highly organised Personal Assistant to support one of our Senior Financial Advisers in a fast-paced financial services environment. As a proactive individual, you will thrive in a structured setting that values excellence, confidentiality, and professionalism.

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

Requirements

  • 23 years experience as a Personal Assistant / Executive Assistant / Financial Administrator
  • Experience in financial services, insurance, banking or investment environment (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

Qualifications

  • None specified

Salary & Benefits

  • Not mentioned in original description.

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.

View Job  Thabazimbi: Executive Assistant

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.



GO APPLY NOW

View Job  Sandton: Procurement Specialist - Experienced posted by All Star Placements

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Pretoria, Tshwane


Job Seeker Tip

Network actively - many jobs are filled through referrals before being advertised.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Mossel Bay: Plumber posted by Limpopo Personnel

Jobs in Garden Route April 28, 2026
Civil Engineering Limpopo Personnel

Minimum requirements:Relevant Trade Certificate (preferred) coupled with a minimum of 5 year's plumbing experienceValid driver’s licenseClear criminal...

View Job

Western Cape: Paid Media Specialist posted by Communicate Finance

Jobs in South Africa April 28, 2026
Communicate Finance Wealth Management Administration

What You'll Be Responsible For: Owning and managing paid advertising activity across Google, Meta, LinkedIn, and TikTokBuilding, launching, and refining...

View Job  Pretoria: Safety Officer
View Job

Gauteng: General Merchandiser Brand Ambassador posted by Signa Opportunity

Jobs in Gauteng April 28, 2026
Automotive Technician Signa Opportunity

About the roleThe Brand Ambassador is responsible for representing a brand in a positive light and by doing so help…

View Job

Gauteng: IT Support Intern posted by Signa Opportunity

Jobs in Gauteng April 28, 2026
Automotive Technician Signa Opportunity

About the roleWe are seeking a motivated and technically inclined IT Intern (Learning Management System Support) to assist in the…

View Job

Gauteng: Workshop Cleaner posted by Signa Opportunity

Jobs in Gauteng April 28, 2026
Automotive Technician Signa Opportunity

Workshop Cleaner:Responsible for maintaining a clean, safe, and well-organised workshop environment.Ensure compliance with the Hitachi Health & Safety...

View Job

Gauteng: Safety Officer Intern posted by Signa Opportunity

Jobs in Gauteng April 28, 2026
Signa Opportunity Wealth Management Administration

Key Responsibilities:Assist in conducting workplace safety inspections and risk assessments.Help maintain compliance with the Occupational Health and Safety...

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Northern Suburbs, Jobs in Pretoria, Jobs in Tshwane

More Jobs in Your Area