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Pretoria: Secretary / Administrator

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Job Description

Main duties and responsibilities include : Secretarial duties – scheduling meetings, general office administration, correspondence with clients and service providers; Assisting the financial advisor in his job servicing existing clients as well as new clients – handling preparation of all meeting documentation, application forms and follow ups; Filing, capturing client data, updating spreadsheets and word documents; Processing of new business – pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies; Follow-up all client transactions, implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; Preparation of the necessary presentations, investment summaries and documentation for client review meetings. Assist with FAIS and FICA compliance and any other compliance requirements Scan to file all new business documents in client folder. General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith. Be telephonically available for client queries, and act as initial point of contact for client queries. Maintain an appropriate filing and recording system both hardcopies and electronically. Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis. It is essential that the candidate has the ability to multitask and to work under pressure. Requirements: Grade 12 (Essential). 5 years experience at a financial advisory practice is advantageous Post Matric qualification will be an advantage Strong written and verbal language skills both Afrikaans and English essential Strong computer skills essential Own vehicle, transport and driver’s license essential.

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How to Apply

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About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

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Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.


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



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