Wealth Manager Assistant

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 Manager's 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 Responsibilities

• Handle daily client queries and incoming calls
• Prepare client packs for new business and annual reviews
• Maintain and update the client statement portal monthly
• Support the client compliance and review processes
• Book and coordinate client appointments
• Manage and maintain a database reflecting client engagement and product uptake
• Oversee the client onboarding and new business pipeline
• Assist with claims processes as required
• Provide general office administrative support as needed (e.g. planning client events)
• Ensure all tasks are completed accurately and timeously

Key Attributes

• Ability to work quickly and accurately under pressure
• Strong interpersonal and communication skills
• Excellent task prioritisation and time management
• Reliable, accountable, and professional
• Friendly and client-focused demeanour

Requirements

• Minimum of 23 years experience as an assistant to a financial planner, wealth manager, or broker consultant
• Matric essential; a tertiary qualification in financial services and/or regulatory exams is highly advantageous
• Proficient in Excel and knowledge of industry platforms
• Own Vehicle
• Office-based role, Monday to Friday, 8am to 4pm

Remuneration
R23 000 - R26 500
This is subject to candidates experience and qualifications

**Only shortlisted candidates will be contacted**