Hybrid Wealth Manager Assistant: Remote Admin & Compliance

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

Job summary

A reputable recruitment company is seeking a Wealth Manager Assistant in Johannesburg. This hybrid role involves assisting an independent Wealth Manager with client onboarding, administration, and compliance tasks. Candidates should possess a Grade 12 certificate along with 5+ years of experience in administration and comprehensive knowledge of FICA processes. Strong proficiency in MS Office and excellent communication skills are essential for effectively managing client interactions and maintaining up-to-date records. Competitive salary range offered.

Qualifications

• RE5 license and solid working knowledge of FICA processes required.
• 5+ years experience in administration or PA role essential.
• 2+ years experience as Broker Assistant or similar supporting role needed.

Responsibilities

• Provide administrative support to the Wealth Manager.
• Manage client onboarding documentation and records.
• Prepare and process investment and insurance paperwork.
• Liaise with clients and product providers for efficient resolutions.

Skills

Communication skills

Organization

Attention to detail

Proficient in MS Word, Excel, PowerPoint

Education

Completed Grade 12

Tools

CRM systems

Job description

A reputable recruitment company is seeking a Wealth Manager Assistant in Johannesburg. This hybrid role involves assisting an independent Wealth Manager with client onboarding, administration, and compliance tasks. Candidates should possess a Grade 12 certificate along with 5+ years of experience in administration and comprehensive knowledge of FICA processes. Strong proficiency in MS Office and excellent communication skills are essential for effectively managing client interactions and maintaining up-to-date records. Competitive salary range offered.