Administrative Assistant

Brenthurst Wealth Management (Pty) Ltd; Pretoria; On-site; ZAR 150 000 - 250 000; Full time

Job summary

A leading financial services provider in Pretoria is seeking a full-time Administrative Assistant to support a Financial Planner. The role involves managing communications, office operations, and compliance documentation. Ideal candidates will have strong organizational skills and proficiency in office software.

Qualifications

• Previous experience in a similar role is preferred.
• Ability to work independently and as part of a team.

Responsibilities

• Provide clerical and executive administrative support.
• Manage phone communications with clients and external institutions.
• Gather and upload client compliance documents.

Skills

Administrative Assistance

Communication

Attention to detail

Organizational abilities

Multitasking

Education

Qualifications in financial planning

Tools

Microsoft Office Suite

Job description

Company Description

Brenthurst Wealth Management (Pty) Ltd is a registered financial services provider managing over R15 billion in assets. Our company offers a comprehensive range of financial and investment services, including retirement planning, offshore investments, tax advice, and estate planning. We pride ourselves on our independent approach, delivering impartial investment advice without obligations to any specific providers. Our highly-qualified financial planners possess extensive knowledge of local and global markets, ensuring clients benefit from sound financial advice and long-term wealth management.

Role Description

This is a full-time on-site role located in Pretoria for an Administrative Assistant to a Financial Planner. The Administrative Assistant will be responsible for providing clerical and executive administrative support, managing phone communications with clients and external financial institutions, ensuring efficient office operations, gathering and uploading client compliance documents, and administrative duties regarding effectively implementing an investment proposal (application forms, compliance checks, following up on instructions).

Qualifications

• Administrative Assistance and Executive Administrative Assistance skills
• Phone Etiquette and Communication skills
• Attention to detail
• Strong organizational and multitasking abilities
• Proficiency in office software (e.g., Microsoft Office Suite)
• Previous experience in a similar role is preferred
• Ability to work independently and as part of a team
• Additional qualifications in financial planning or related qualifications would be beneficial