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Financial Administrative Assistant (Pretoria)

14 hours ago8 views
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General Details
Advertised By:Agency
Company Name:Job Placements
Job Type:Full-Time
Description
KEY RESPONSIBILITIES:
  • Provide general administrative support across the business
  • Answer and direct phone calls; manage correspondence via email, Outlook, and Microsoft Teams
  • Greet and assist visitors and clients professionally
  • Maintain accurate records, documentation, and electronic filing systems
  • Assist with administration of estates, trusts, policies, investments, and medical aid
  • Prepare, update, and distribute documents using Microsoft Word and Excel
  • Support the team during busy periods and assist with meeting deadlines
  • Deliver and collect documents for client meetings when required
  • Work with CRM systems and maintain organized filing
  • Handle confidential and sensitive information with discretion
  • Take ownership of assigned tasks and ensure timely follow-up

REQUIREMENTS:
  • Matric / Grade 12 certificate or equivalent
  • Fluent in Afrikaans and proficient in English
  • 13+ years of administrative, reception, or office support experience
  • Strong organizational and multitasking skills; able to work under pressure and meet deadlines
  • High level of accuracy and attention to detail, especially with financial or sensitive information
  • Proficient in Outlook, Microsoft Teams, Word, Excel, and standard office software
  • Professional, punctual, reliable, and well-presented
  • Strong sense of responsibility, teamwork, and initiative
  • Valid drivers licence and own reliable transport

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Job Placements
Selling for 1 year
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