Secretary / Administrator

Recruiter:

Helderberg Personnel CC

Job Ref:

SW005815/JC

Date posted:

Thursday, March 5, 2026

Location:

Pretoria, South Africa

SUMMARY:
My client, and elite financial services and investment concern located in Faerie Glen, Pretoria, is seeking to employ an administrator to assist their Financial Advisors.

POSITION INFO:
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 requirements
Scan 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).
5+ years’ experience at a financial advisory practice is advantageous
Post Matric qualification will be an advantage
Strong written and verbal language skills both Afrikaans and English essential
Strong computer skills essential
Own vehicle, transport and driver's license essential.

Similar jobs you might be interested in:

Secretary / Administrator
Location: Pretoria
Salary:
My client, and elite financial services and investment concern located in Faerie Glen, Pretoria, is seeking to employ an administrator to assist their Financial Advisors.
4 days ago

Legal Secretary - Pretoria
Location: Pretoria
Salary: Market related depending on level of experience
Opportunity for a proactive and highly organised Legal secretary to support the Legal Advisor while also assisting with HR-related administrative duties. This is a varied role combining legal secretarial responsibilities with HR coordination, requiring discretion, professionalism, and strong organisational skills.
4 days ago

Legal Secretary
Location: Pretoria
Salary:
We are seeking a proactive and highly organised Legal secretary to support the Legal Advisor while also assisting with HR-related administrative duties. This is a varied role combining legal secretarial responsibilities with HR coordination, requiring discretion, professionalism, and strong organisational skills. This position is based in PTA East. EE: Open
5 days ago

Legal Secretary
Location: Pretoria
Salary:
OverviewWe are seeking a proactive and highly organised Legal secretary to support the Legal Advisor while also assisting with HR-related administrative duties. This is a varied role combining legal secretarial responsibilities with HR coordination, requiring discretion, professionalism, and strong organisational skills.Key Responsibilities Legal SupportProvide full secretarial and administrative ...
5 days ago

Legal Secretary
Location: Pretoria
Salary:
Legal secretary Location: Pretoria Salary: Market related OverviewWe are seeking a proactive and highly organised Legal secretary to support the Legal Advisor while also assisting with HR-related administrative duties. This is a varied role combining legal secretarial responsibilities with HR coordination, requiring discretion, professionalism, and strong organisational skills.Key Responsibilities...
5 days ago

LEGAL SECRETARY with HR Administration Support
Location: Pretoria
Salary: Monthly
LEGAL secretary with HR Administration Support knowledgeAvailability to Start: As soon as Possible- Tshwane (Pretoria)
5 days ago

Legal Secretary
Location: Pretoria
Salary:
Overview We are seeking a proactive and highly organised Legal secretary to support the Legal Advisor while also assisting with HR-related administrative duties. This is a varied role combining legal secretarial responsibilities with HR coordination, requiring discretion, professionalism, and strong organisational skills. Key Responsibilities Legal Support - Provide f...
5 days ago

Legal Secretary
Location: Pretoria
Salary:
5 days ago

Litigation Secretary
Location: Pretoria
Salary: R20 000 Monthly
Pretoria EastLitigation secretaryR20 000 to R25 000 (Dependent on Experience)Our client is a new, smaller firm looking for an experienced Litigation secretary to join their team at their offices in Pretoria East. If you have a strong background in Litigation and can hit the ground running, we want to hear from you!
Today

Committee Secretary: Intermediate level
Location: Centurion
Salary:
Today

Secretary / Administrator

Similar jobs you might be interested in:

Jobseekers

Recruiter

General