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Somerset West: Secretary (Financial Services) posted by Helderberg Personnel cc

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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). 3 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 Cape Town Region

In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.

Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.

The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.

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For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.


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



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