Junior PA - Financial Services

Junior Personal Assistant – Financial Services
Mowbray
R12 000 basic, slightly negotiable + incentives

An excellent opportunity has become available for a young, dynamic Personal Assistant to join a fast-growing financial services firm. This role is ideal for a motivated individual eager to grow within the financial sector, offering long-term career development and the potential to move into a managerial position in the near future.

Minimum Requirements:

• Matriculation
• Proven experience as a Personal Assistant or Administrative Assistant within the financial services industry
• Essential: experience in short-term insurance and/or medical aid administration
• Excellent communication and interpersonal skills
• Drivers Licence
• Proficient in MS Office (Word, Excel, PowerPoint, Outlook); tech-savvy is advantageous
• Professional, discreet, and well-presented
• RE5 qualification advantageous

Key Responsibilities:

• Handle confidential correspondence, emails, and client communications
• Prepare and edit documents, reports, and presentations
• Assist with financial administration, including monthly reconciliations and record-keeping
• Liaise professionally with clients and service providers
• Perform general office administration and support the team with ad-hoc projects

Working Hours:  Monday to Friday, 08h30 – 17h30 (office-based)

This position offers a supportive and professional environment, with genuine opportunities for growth within a dynamic financial services firm.