Personal Assistant

Minimum Requirements: Matric / Grade 12 certificate. 2 years experience in a financial services and investment admin role. Proficiency in MS Office (Word, Excel, Outlook), with strong document formatting and spreadsheet skills. Experience using CRM or financial planning software. Excellent organizational, time-management, and multitasking skills. Preferred: Exposure to investment platforms (e.g., Allan Gray, Ninety One, Glacier, Momentum, etc.). Familiarity with local regulatory environments (e.g., FSCA, FSB, RDR framework). Experience working with financial advisers or in a financial planning practice. Key Competencies: Exceptional attention to detail and accuracy. High level of discretion with confidential client information. Strong interpersonal skills with a client-first mindset. Ability to work independently and within a team. Problem-solving attitude and willingness to take initiative. Adaptability and calmness under pressure. Working Conditions: Hybrid. Standard working hours (e.g., 8:30 AM 5:00 PM) Professional dress code and conduct required for client-facing interactions. Consultant: Zoe Lewis - Dante Personnel Pretoria Faerie Glen

Location: Pretoria, ZA

Posted Date: 5/3/2025