Hybrid Wealth Admin Assistant

ACG Growth Partners™; Somerset West; Hybride; ZAR 254 000 - 304 000; Plein temps

Résumé du poste

ACG Growth Partners is seeking an Administrative Assistant for a wealth and investment management practice in Somerset West. You will support Financial Advisers and Paraplanners, delivering client-focused administrative service and handling follow-up correspondence with clients and providers.

The role requires 3–5 years of broker’s assistant/secretary experience in investment administration, strong financial knowledge, and proficiency with MS Office and SharePoint.

Qualifications

• Matric and an administrative diploma are required.
• Three to five years’ experience as broker’s assistant/secretary dealing with investment administration.
• Must be familiar with Allan Gray, Glacier and Ninety One systems.
• Strong financial industry knowledge and intermediate MS Office skills.

Responsabilités

• Collate and prepare investment documentation for instructions, payments, and client accounting.
• File electronically and physically; maintain advisory records per FAIS and FICA.
• Ensure all investment and payment instructions are compliant.
• Liaise with clients, resolve queries, and build relationships.
• Maintain client management system and monthly/quarterly reporting.

Connaissances

Strong organisation

Attention to detail

Client communication

Time management

Independent worker

Formation

Matric

Administrative diploma

Outils

Microsoft SharePoint

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Description du poste

ACG Growth Partners is seeking an Administrative Assistant for a wealth and investment management practice in Somerset West. You will support Financial Advisers and Paraplanners, delivering client-focused administrative service and handling follow-up correspondence with clients and providers.

The role requires 3–5 years of broker’s assistant/secretary experience in investment administration, strong financial knowledge, and proficiency with MS Office and SharePoint.