RTA

Menu

Build a career where you can
unlock your full potential

Join our innovative team in Wealth, Advisory, and Accounting — where we simplify complexities, solve problems, and drive prosperity for all.

We think big, act smart, and believe in teamwork over titles. Real advice. Real impact. Real growth.
If you’re driven to think differently, deliver excellence, and make every action count — we’d like to meet you.

Careers – RTA

Why join RTA

View open roles

Practice and Office Administration Manager

Accounting

To ensure the daily operations of the accounting practice, in terms of client relations, administration, billing, systems…

Financial Planner

Wealth

Real Time Wealth (Somerset West or Tygervalley within Accounting Practice) is searching for…

Practice and Office Administration Manager — Accounting

To ensure the daily operations of the accounting practice, in terms of client relations, administration, billing, systems and documentation, while driving continuous improvement, technology adoption, and client experience.  Sufficient accounting knowledge to liaise with staff, understand client needs / queries and manage documents will be required although core accounting functions (eg. financial statements, taxation etc.), will not be part of this role.
  • Matric (Grade 12)
  • Certificate / diploma in Office Administration, Business Admin, Bookkeeping, or similar. Not essential but preferred.
  • Experience in a client-facing role, preferably in accounting / financial services or professional services.
  • Demonstrable experience in billing / invoicing, document handling, admin coordination.
  • Strong computer literacy, especially Excel, and the ability to manage and utilise further office management systems – experience proficient
  • Good written and verbal communication skills.

Responsibilities

  • Serve as key contact for clients (calls, email, in person) in a friendly, professional manner, building and maintaining client relationships
  • Client onboarding: collecting necessary documents, explaining what’s expected, ensuring paperwork is complete, serve as liaison between departments
  • Assisting with automation of onboarding process including forms
  • Schedule meetings / follow-ups between clients and staff.
  • Respond to client queries: status of work, billing, deliverables, deadlines.
  • Maintain client database / CRM; update client records (eg. contacts, relevant documents).
  • Prepare and send invoices; follow up on outstanding payments.
  • Manage all client documentation: engagement letters, signed agreements, forms.
  • Maintain both digital and physical filing systems.
  • Assist with report preparation: receivables, billing ageing, client status.
  • Timesheet reporting and analysis
  • Oversee front-office administration: reception, greeting clients, handling mail/emails, tracking office supplies, liaison for office matters and switchboard management
  • Assist with marketing aspects and client communication list management
  • Organize RTA events and activities that strengthen team culture.
  • Coordinate with accountants / staff to track status of jobs (e.g. tax returns, financials, bookkeeping tasks).
  • Ensure deadlines are met; remind/accountability to staff where needed.
  • Work with software tools used by the firm
  • Proficiency in Microsoft Office, especially Excel: spreadsheets for tracking, simple reporting.
  • Comfortable learning internal admin/financial software (billing systems, client management
  • Email & calendar management skills
  • Extremely detail-oriented; accuracy is very important.
  • Strong communication skills – both written and spoken (English; any other languages like Afrikaans are a plus).
  • Systems thinker, problem-solver, and proactive communicator.
  • Customer-oriented, friendly and professional.
  • Good organizational skills and able to multitask.
  • Adaptive and willing to learn new systems
  • High integrity, confidentiality (handling sensitive financial/client info).

How to apply

Send your CV (PDF) and a short cover note to:
Anna-Mari@rta.co.za and Jana@rta.co.za
Subject line: Application – Practice & Office Administration Manager (Your Name)

Financial Planner

Real Time Wealth (Somerset West or Tygervalley within Accounting Practice) is searching for an energetic, passionate and dedicated financial planner to complement the current business in harnessing opportunities in the business and identify sales opportunities.

Real Time Wealth as part of the RTA group of companies providing of Wealth, Advisory and Accounting solutions for businesses and individuals via a focussed approach partnering with clients in the journey to prosperity.

  • Build trusted, long-term relationships with clients through personalised financial advice.
  • RE5 and Class of Business completed
  • Minimum 2–3 years of experience as a Financial Advisor.
  • Strong understanding of the financial planning industry, including investment and insurance products.
  • Excellent communication, presentation, and relationship-building skills
  • A passion for helping people make confident financial choices
  • Goal-driven, ethical, and self-motivated with an entrepreneurial spirit
  • Ability to maintain confidentiality
  • Experience with financial planning software
  • Advanced Microsoft Excel skills

Responsibilities

  • Build trusted, long-term relationships with clients through personalised financial advice.
  • Conduct detailed financial needs analyses and craft tailored wealth strategies.
  • Guide clients on investments, risk cover, retirement planning, and estate considerations.
  • Stay informed on market trends, product changes, and regulatory developments.
  • Collaborate with our dynamic support and admin team to deliver a seamless client experience.
  • Identify and cultivate new clients.
  • Develop and grow a book of business.
  • Competitive commission structure and performance incentives.
  • Access to high-quality leads and client events.
  • Ongoing training and mentorship from experienced wealth professionals.
  • Supportive team culture that values innovation, initiative, and integrity.
  • Modern office space and digital tools that make your job easier.
Job type: Permanent
Closing date: 20 November 2025

How to apply

Send your CV (PDF) and a short cover note to:
wealth@rta.co.za
Subject line: Financial Planner (Your Name)