Financial Administrative Assistant (Pretoria)

SUMMARY:
Our client, a well-established financial services firm, is seeking a proactive and dedicated Administrative Assistant for their Pretoria branch. The ideal candidate thrives in a fast-paced, detail-driven environment and takes full ownership of their work. This is an exciting opportunity to join a dynamic team, supporting important client-focused processes with accuracy, professionalism, and discretion. The successful candidate will be Afrikaans-speaking, well-presented, reliable, and adaptable, ready to take on diverse responsibilities and make a meaningful impact within a trusted and professional financial services team.

POSITION INFO:
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

• Matric / Grade 12 certificate or equivalent
• Fluent in Afrikaans and proficient in English
• 1–3+ 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 driver’s licence and own reliable transport
• Completion of the RE5 exam advantageous but not required
• Adaptable and comfortable in a fast-paced, changing environment
• Residence in the Helderberg area preferred