CIPC / Wealth Admin Assistant

RecruitMyMom; Randburg; Hybrid; ZAR 83,000 - 124,000; Part time

Job summary

RecruitMyMom is seeking a super sharp part-time CIPC Administrative Assistant for a wealth advisory environment in Bryanston, Gauteng. The role offers flexible 3-4 hours a day, mostly remote, with a 3-4 week project and potential ad-hoc hours thereafter.

You will onboard clients onto the CRM, gather documentation, support the investment advisor with admin tasks, keep CRM up to date and assist with FICA & CIPC documentation.

Qualifications

• Experience doing administrative work in FSP / Investment or Financial advisory is required.
• Proven ability to onboard clients onto a CRM and maintain records.
• Strong organisational skills to manage multiple tasks and meet deadlines.

Responsibilities

• Onboard clients onto the CRM system.
• Gather outstanding documentation for clients.
• Support the investment advisor with admin tasks.
• Keep the CRM up to date.
• Assist with FICA documents & CIPC.

Skills

Onboarding clients

CRM management

Organisational skills

Education

Experience in FSP/Investment environment

Tools

CRM software

Job description

Bryanston, South Africa | Posted on 18/09/2026

• Location Type Hybrid (Part office, Part remote)
• Remuneration Term Per Hour
• Date Opened 18/09/2026
• State/Province Gauteng
• City/Town Bryanston
• Country South Africa

Job Description

An FSP service provider is looking to recruit a super sharp part‑time CIPC Administrative Assistant who has previously worked for a wealth advisory / investment or financial advisory company. This is a flexible position, 3-4 hours a day mostly remote work from home.(3-4 week project with possible ad‑hoc hours thereafter)

Responsibilities

• Will be required to onboard clients onto CRM system
  
• Must be able to gather outstanding documentation
  
• Support the investment advisor with ad‑hoc admin work
  
• Must keep CRM up to date
  
• Assist with FICA documents & CIPC
  

Requirements

• Previous experience doing administrative work in FSP / Investment or Financial advisory company
  
• Demonstrated ability to effectively onboard clients onto a CRM system and maintain accurate records
  
• Excellent organisational skills to manage multiple tasks, prioritise effectively, and meet deadlines