Job Description
About the Role
We are seeking a highly organized and detail-oriented individual to join our team as a Wealth Adviser Assistant in Pretoria. As an assistant to our Wealth Advisers, you will provide support with client meetings, research financial products, and maintain accurate client records. If you have a background in finance and excellent organizational skills, we encourage you to apply for this exciting opportunity.
Key Responsibilities
- Assist Wealth Advisers with client meetings, including preparing presentations and documents
- Research financial products and market trends to support Wealth Advisers in providing tailored financial advice to clients
- Help coordinate client events and seminars
- Manage client communications and follow up on action items
- Assist with account opening and maintenance processes
- Maintain client records accurately and securely
Requirements
- Degree in finance, economics, business, or a related field
- Previous experience in a financial advisory or wealth management role is highly preferred
- Strong attention to detail and organizational skills
- Excellent communication and interpersonal skills
- Proficient in Microsoft Office suite
- Ability to work independently as well as in a team
- Knowledge of financial products and market trends
Qualifications
- Degree in finance, economics, business, or a related field
Salary & Benefits
Competitive salary based on experience.
[No “How to Apply” section is included as it is not part of the original job posting.]
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Administration/PA/Secretary Jobs in Gauteng
The Other Administration/PA/Secretary position is an essential role in any organisation, typically found in various industries across Gauteng, South Africa. Generally, this field is expected to continue growing due to the increasing demand for efficient administrative support. However, the job market can be competitive, and it’s essential to tailor your application materials and skills to the specific requirements of each opportunity.
Typically, the salary range for an Other Administration/PA/Secretary in Gauteng falls within a broad spectrum, often ranging from R300 000 to R600 000 per annum, depending on factors such as experience, company size, industry sector, and level of responsibility. It’s crucial to note that actual salaries may vary significantly due to these factors, so it’s essential to research the market thoroughly and be prepared to negotiate.
Common skills required for this role include excellent communication and interpersonal skills, attention to detail, organisational abilities, proficiency in Microsoft Office applications, and experience with scheduling and calendar management. Other desirable skills often include knowledge of HR systems, data entry, and social media platforms. While these are general industry standards, it’s essential to highlight your relevant skills and experience in your application materials.
The financial services sector, technology industry, and manufacturing sector commonly employ administrative assistants. In the financial services sector, organisations often require PA/secretaries to support senior executives, manage client relationships, and maintain accurate records. In the technology industry, this role may involve supporting software development teams, managing project schedules, and maintaining technical documentation. In the manufacturing sector, administrative assistants are typically responsible for coordinating production schedules, managing inventory, and ensuring compliance with regulatory requirements.
Career progression in this field is often based on experience and skills development. Typically, PA/secretaries can progress to roles such as office manager, administrative supervisor, or even assistant to a senior executive. Opportunities for career advancement may also arise through training and development programs, which are often offered by organisations to support employee growth and development. By focusing on building your skills and gaining relevant experience, you can position yourself for success in this field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Set up job alerts on major job boards to be notified of new opportunities quickly.
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
Alberton: Ontvangs/Administratiewe Dame
Opsoek na n ontvangs/administratiewe dame.Ouderdom tussen 25-35Moet in Alberton woon met eie voertuigSelaris sal bespreek word in onderhoudStuur Cv na:…
View JobWestern Cape: Commodities Account Manager posted by Collab SA
What You’ll Be Doing Account & Relationship ManagementAct as the primary point of contact for allocated customersGrow and maintain long-term…
View JobGauteng: Junior FOH / Floor Manager posted by Craven Cottage CC
Duties: Assist in all areas where neededChecking that all duties have been completed by floor staff.Conduct staff performance evaluationsDaily Cash-upDeal...
View JobWestern Cape: Storeman posted by Craven Cottage CC
Duties: Checking and ensuring the items aren’t damaged, is the correct pack size and weight.Storing in the correct storeroom or…
View JobWestern Cape: Housekeeping Supervisor posted by Craven Cottage CC
Duties: Monitor and administer time and attendance policyMonitor staff to ensure accountability in compliance with departmental goals.Execute operational...
View JobWestern Cape: Butler posted by Craven Cottage CC
Duties: Meet guests when they arrive and getting them settled in their roomsAnticipate guests’ needs by learning their preferences, allergies,…
View Job
Browse Employers
Job Alerts