Dynamic Wealth Management PA — Client-Focused

Talent Candey; Durban North; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Talent Candey is seeking an experienced Wealth Assistant / Personal Assistant to join a Durban North practice in the wealth management industry. The role requires a professional, polished and highly organised individual with strong PA experience and solid administrative capabilities.

You will manage diaries, coordinate meetings, liaise with clients and service providers, and handle confidential information with discretion while supporting day-to-day financial planning administration.

Qualifications

• Prior Personal Assistant experience essential.
• At least ~1 year exposure to financial planning / wealth management.
• Strong administrative and organisational skills.
• Excellent verbal and written communication.
• Professional, friendly and well-presented with strong interpersonal skills.
• Comfortable working in a client-facing environment.
• Ability to prioritise and manage multiple responsibilities.
• Discretion with confidential client information.

Responsibilities

• Provide comprehensive PA and administrative support within the Wealth Management practice.
• Assist with day-to-day financial planning administration.
• Manage diaries, appointments, meetings and scheduling.
• Liaise professionally with clients, financial planners and service providers.
• Assist with client queries and ensure appropriate follow-up.
• Prepare and maintain client documentation and records.
• Assist with applications, forms and supporting financial planning documentation.
• Maintain accurate filing and record-keeping systems.
• Coordinate correspondence, emails and telephone communication.
• Follow up on outstanding documentation and administrative requirements.
• Prepare documentation ahead of client meetings.
• Ensure client information is accurately maintained and treated confidentially.
• Provide general office and administrative support as required.

Skills

PA experience

Administrative skills

Client-facing

Verbal and written communication

Discretion with confidential info

Organisational skills

Job description

Talent Candey is seeking an experienced Wealth Assistant / Personal Assistant to join a Durban North practice in the wealth management industry. The role requires a professional, polished and highly organised individual with strong PA experience and solid administrative capabilities.

You will manage diaries, coordinate meetings, liaise with clients and service providers, and handle confidential information with discretion while supporting day-to-day financial planning administration.