Personal Assistant to Financial Advisor

3 weeks ago


Centurion, South Africa Pro-Match Recruitment Full time

**Job title: Personal Assistant to Financial Advisor**
**Reporting to: Financial Advisor**
**Terms: full-time**
**Location: Pretoria/Centurion**

Key responsibilities & duties

The ideal individual must have strong administrative, planning, and organizational skills.

Detail orientated, structured, have good communications skills and the ability to multitask.

Provide and deliver effective and comprehensive administrative support services to the

financial advisor.

Duties of the role
- Commission query management
- Suspense account management
- Mail and information management
- Client liaison
- Product provider liaison
- Time and priority management
- Diary management
- Administrative support
- Establishing and maintaining networks with key stakeholders and other supportive

staff and stakeholders

**Qualifications**:

- Grade 12
- Administrative qualification preferable
- Experience in the financial services sector will be advantageous.


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