Financial Administrative Assistant (Pretoria)

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

REQUIREMENTS:

• Matric / Grade 12 certificate or equivalent
• Fluent in Afrikaans and proficient in English
• 13+ 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 drivers 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

*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*