Overview
Personal Assistant Jobs in Pretoria, South Africa at Manpower Group SA (Pty) Ltd
Are you a proactive, detail-driven individual with a passion for delivering exceptional client service in the financial sector? We’re looking for a
Financial Adviser Assistant
to join our
dynamic
client in the Wealth Management team in Pretoria. This hybrid role offers the perfect blend of administrative support,
client interaction
, and operational efficiency—ideal for someone who thrives in a professional and
fast-paced environment
.
What You’ll Do:
Client Relationship Management
Be the go-to liaison between adviser and clients.
Schedule meetings, prep documentation, and follow up on action items.
Maintain proactive communication with clients and support annual reviews and key deadlines.
Admin & Operational Support
Manage calendars, schedule meetings, and submit financial applications.
Ensure all client records are accurate, complete, and compliant.
Oversee KYC, FICA, and onboarding processes with precision.
Document Prep & Data Entry
Maintain CRM systems (e.g., Xplan), draft reports, and prep compliance documentation.
Compile investment performance summaries, proposals, and reports.
Compliance & Coordination
Ensure all records meet FSCA/FSB standards.
Assist with audits and keep updated with financial regulatory changes
What We’re Looking For:
Matric (Grade 12).
2+ years’ experience in a financial services admin role.
Excellent MS Office skills (Word, Excel, Outlook).
CRM and data entry proficiency.
Bonus Points For:
Experience with investment platforms (Allan Gray, Ninety One, etc.).
Knowledge of FSCA/FSB regulations and financial industry compliance.
Background supporting financial advisers.
Please note that only suitable candidates will be contacted.
Title: Personal Assistant
Company: Manpower Group SA (Pty) Ltd
Location: Pretoria, South Africa
Category: Administrative/Clerical (Office Administrator/ Coordinator, Finance Assistant, Business Administration), Finance & Banking (Office Administrator/ Coordinator, Finance Assistant, Business Administration)
