Hybrid Wealth Manager Assistant: Onboarding & Compliance

Kontak Recruitment; Soweto; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency is seeking a Wealth Manager Assistant for their Johannesburg West office. This hybrid role involves providing administrative support to a Wealth Manager, managing client onboarding, and ensuring compliance with necessary regulations. The ideal candidate will have a completed Grade 12 and RE5 certification, alongside several years of experience in administration and supporting financial advisors. Offers a competitive salary, with a workspace that combines remote and in-person meetings.

Qualifications

• 5 or more years of experience in an administration/PA/Secretarial role.
• 2 or more years’ experience as a Broker Assistant or Wealth/Financial Advisor Assistant.
• Experience supporting investments and product administration.

Responsibilities

• Provide administrative support to the Wealth Manager.
• Manage client onboarding and documentation.
• Handle compliance administration and record keeping.
• Prepare and process investment applications.
• Schedule client meetings and prepare meeting packs.

Skills

Client communication

CRM systems

MS Word

MS Excel

MS PowerPoint

Education

Completed Grade 12

RE5 Certification

Job description

A recruitment agency is seeking a Wealth Manager Assistant for their Johannesburg West office. This hybrid role involves providing administrative support to a Wealth Manager, managing client onboarding, and ensuring compliance with necessary regulations. The ideal candidate will have a completed Grade 12 and RE5 certification, alongside several years of experience in administration and supporting financial advisors. Offers a competitive salary, with a workspace that combines remote and in-person meetings.