Wealth Manager Assistant JB5812

Wealth Manager Assistant (JB5812)
Johannesburg West (Hybrid – work from home with 2 in-person meetings per week)
R15 000 - 20 000 CTC per month
Contract

Support an independent and reputable Wealth Manager with smooth client onboarding, compliant administration, and professional follow-through.
Enjoy a structured workday, a mostly remote setup, and a role that’s all about getting things done properly and efficiently.

Minimum Requirements:
Completed Grade 12
RE5 and solid working knowledge of FICA processes and record-keeping
5 or more years of experience in an administration/ PA/ Secretarial role
2 or more years’ experience as a Broker Assistant or Wealth/Financial Advisor Assistant supporting an advisor’s client portfolio
Experience supporting investments and related product administration (quotes, submissions, follow-ups)
Proficient in MS Word, Excel, and PowerPoint
Experience working on a CRM system and keeping client data accurate and up to date
Able to communicate with clients professionally (email and phone) and handle confidential information

Duties and Responsibilities:
Provide day-to-day administrative and operational support to the Wealth Manager
Manage client onboarding from start to finish, including documentation, applications and record keeping
Handle compliance administration, including FICA packs, application forms and maintaining accurate records
Prepare and process investment, insurance and retirement product applications and related paperwork
Prepare quotes, submit business, and follow up on cases with product providers and relevant parties
Liaise with clients, product providers and internal teams to ensure efficient follow-ups and resolutions
Schedule client meetings, prepare meeting packs, and support follow-up actions after meetings
Maintain accurate client records and keep CRM data up to date
Assist with portfolio administration, valuations and reporting as required
Handle client queries professionally and timeously, escalating where needed
Support the Wealth Manager in meeting regulatory and compliance standards

 

 

 

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