PA to Wealth Manager Pretoria

Duties and Responsibilities: All administration and Personal Assistant Duties. Prepare documents, manage reminders, handling emails and follow up on instructions, talking to clients and assisting clients. Accountable for service delivery and take ownership through own efforts of all aspects of the job. Individually accountable for managing own time, tasks and output quality (accuracy is very important). Passionate and committed to service excellence. Build strong partnerships with staff and various clients. Ensure that all issues are proactively and smoothly resolved, keeping Wealth Manager informed. Knowledge and Skills IT / Systems: Computer Knowledge - Microsoft Office Adequate typing speed. Detail-and task orientation & Effective multi-tasking. Proactive problem-solving ability, planning and organizing. Sound communication skills (written, email and phone). Requirements: Grade 12 or equivalent Previous exposure to dealing with and assisting clients in terms of a financial planning (wealth) will be a great advantage. Own transport and a valid drivers license. Fully bilingual Afrikaans and English (read, write & speak).

Location: PTA - Eastern Suburbs, ZA

Posted Date: 8/14/2025