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Administrative Assistant / Personal Assistant
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1 day ago33 views
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General Details
Description
KEY RESPONSIBILITIES:
REQUIREMENTS:
- Manage day-to-day administrative tasks efficiently with attention to detail
- Answer and respond to emails professionally and promptly, demonstrating strong communication skills
- Handle customer calls with a friendly and client-focused approach
- Maintain accurate records and manage data on Pastel and Excel, showing reliability and accuracy
- Take and manage bookings for events and services, using excellent organisational skills
- Plan and assist with running monthly events, applying creativity and problem-solving abilities
- Write, design, and distribute newsletters, demonstrating initiative and a flair for engaging content
- Provide general support to the team as needed, working well independently and collaboratively
REQUIREMENTS:
- Strong written and verbal communication skills. English essential; Afrikaans advantageous
- Proficient in Microsoft Excel and Pastel
- Excellent organisational and multitasking abilities
- Professional, reliable, and client focused
- Energetic, enthusiastic, and detail oriented
- Availability: Tuesday to Sunday, 08:00 18:00 (every second weekend off)
https://www.jobplacements.com/Jobs/A/Administrative-Assistant-Personal-Assistant-1261607-Job-Search-02-11-2026-10-25-45-AM.asp?sid=gumtree
Id Subtitle 1349540883
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Job Placements
Selling for 1 year
Total Ads5.25K
Active Ads5.25K
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5.25KTotal Ads
19.71MTotal Views
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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 requirementsScan 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 advantageousPost Matric qualification will be an advantageStrong written and verbal language skills both Afrikaans and English essentialStrong computer skills essentialOwn vehicle, transport and drivers license essential.
https://www.executiveplacements.com/Jobs/S/Secretary-Financial-Services-1258470-Job-Search-02-03-2026-04-00-34-AM.asp?sid=gumtree
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