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Office Manager
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6 months ago2144 views
General Details
Location:
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
1
Our client operates within the financial services industry, providing specialist wealth and investment advisory services. They have an established national presence and a long-standing track record in the sector. The role is based in a well-supported office environment within a growing business unit.The Wealth Managers Assistant will be responsible for supporting client servicing, compliance, and administrative functions in a high-paced financial planning environment. The role requires strong organisational skills and the ability to manage a wide range of client-related tasks efficiently. You will assist in preparing client documentation, managing databases, and coordinating meetings, while maintaining a professional and client-focused approach. This position is suited to someone who thrives in a structured, office-based environment and enjoys engaging with clients.Key ResponsibilitiesHandle daily client queries and incoming callsPrepare client packs for new business and annual reviewsMaintain and update the client statement portal monthlySupport the client compliance and review processesBook and coordinate client appointmentsManage and maintain a database reflecting client engagement and product uptakeOversee the client onboarding and new business pipelineAssist with claims processes as requiredProvide general office administrative support as needed (e.g. planning client events)Ensure all tasks are completed accurately and timeouslyKey AttributesAbility to work quickly and accurately under pressureStrong interpersonal and communication skillsExcellent task prioritisation and time managementReliable, accountable, and professionalFriendly and client-focused demeanourRequirementsMinimum of 23 years experience as an assistant to a financial planner, wealth manager, or broker consultantMatric essential; a tertiary qualification in financial services and/or regulatory exams is highly advantageousProficient in Excel and knowledge of industry platformsOwn VehicleOffice-based role, Monday to Friday, 8am to 4pmRemunerationR23 000 - R26 500This is subject to candidates experience and qualifications**Only shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/W/Wealth-Manager-Assistant-1259237-Job-Search-02-04-2026-10-15-54-AM.asp?sid=gumtree
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