Investment Administration Assistant – Wealth Practice

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

Avantages offerts par ce poste

13th cheque

21 days annual leave

Hybrid work arrangement

Résumé du poste

ACG Growth Partners™ is recruiting an Administrative Assistant for a wealth and investment management practice in Somerset West. The role provides client-centric administrative support to advisers, handling follow-up with clients, beneficiaries and third-party providers.

Ideal candidates have 3–5 years broker’s assistant experience with investment administration instructions and follow-ups; strong Excel/SharePoint skills and excellent client service are essential.

Qualifications

• Matric with administrative diploma required.
• 3–5 years experience as broker’s assistant or broker’s secretary focused on investment administration.
• Intermediate MS Office, SharePoint experience essential.
• Typing speed 50 wpm or more.

Responsabilités

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

Description du poste

ACG Growth Partners™ is recruiting an Administrative Assistant for a wealth and investment management practice in Somerset West. The role provides client-centric administrative support to advisers, handling follow-up with clients, beneficiaries and third-party providers.

Ideal candidates have 3–5 years broker’s assistant experience with investment administration instructions and follow-ups; strong Excel/SharePoint skills and excellent client service are essential.