Elite Financial Services: Administrator / Secretary job vacancy
An elite financial services and investment firm located in Faerie Glen, Pretoria, is seeking a dynamic Administrator / Secretary to support their Financial Advisors.
| Location | Faerie Glen, Pretoria |
|---|---|
| Salary | Market Related |
| Job Type | Permanent |
| Sector | Financial Advisory | Insurance | Investments |
| Reference | SW005815/AM |
| Closing Date | 02 October 2025 |
Job Responsibilities
- Provide secretarial support, including scheduling, correspondence, and office administration.
- Assist financial advisors with client servicing, from preparing documentation to following up with service providers.
- Process and track new business applications for insurance and investments.
- Capture client data, update records, and prepare investment summaries.
- Manage FAIS and FICA compliance, ensuring all documentation is accurate and current.
- Act as the first point of contact for client queries, ensuring excellent service.
- Prepare professional presentations and reports for client meetings.
- Oversee general office management tasks such as filing, scanning, printing, and managing stationery.
Qualifications and Requirements
- Matric (Grade 12) – Essential
- 5+ years of experience in a financial advisory practice (advantageous)
- Post-Matric qualification (advantageous)
- Strong written and spoken skills in Afrikaans and English – Essential
- Excellent computer literacy (MS Office)
- Ability to multitask and work under pressure
- Own vehicle and driver’s license – Essential
How to Apply and Deadline
To apply, please follow the link below. The application deadline is 02 October 2025.