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Location: Ashlea Gardens, Pretoria, Gauteng
Agency: Cora O’Neil Recruitment Agency
Salary: R20,000 – R22,000 per month
Start Date: Immediate or as soon as possible
Application Deadline: 29 May 2025
Position Overview
We are seeking a highly organized, mature, and professional Personal Assistant to support an Asset Management Wealth Manager in Pretoria. This role is perfect for someone with a strong background in financial services, excellent interpersonal skills, and the ability to manage multiple administrative functions with precision.
Minimum Requirements
Education & Experience:
Matric / Grade 12
3–5 years recent experience as a Personal Assistant
(experience in admin clerk, receptionist, cashier roles does not qualify)
Preferably experienced in financial advisory or insurance sectors
Language & Communication:
Afrikaans and English – both fluently spoken and written
Must be an Afrikaans-speaking female, aged 35 years or older
Technical Skills:
Proficient in MS Office (Word, Excel, Outlook, PowerPoint, Teams)
Strong organizational, time management, and multitasking ability
High attention to detail and accuracy
Other Requirements:
Own reliable transport and a valid driver’s license
Non-smoker
Stable employment history with contactable references
Key Responsibilities
Executive & Personal Support
Provide comprehensive PA duties to the Wealth Manager
Coordinate daily schedules and operations of the practice
Client Relationship Management
Schedule, confirm, and prepare for client meetings
Manage client queries and ensure a positive experience
Administrative & Operational Functions
Diary and email management
Prepare documents, meeting packs, and maintain client records
Process forms and open new investment accounts
Compliance & Quality Control
Ensure documentation meets financial compliance standards
Assist in internal and external audit processes
Liaison with Service Providers
Communicate with investment platforms and insurance companies
Obtain valuations, process transactions, and resolve queries
Practice & Office Support
Monitor and replenish office supplies
Support coordination of events, webinars, or special projects
Why Join Us?
Competitive salary and professional work environment
Opportunity to grow in the financial services industry
Work alongside a reputable Wealth Manager in a well-structured practice
Apply Now
Are you a proactive, detail-oriented professional ready to take on this rewarding role? Submit your CV and references today.
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