Private Wealth Advisory Assistant

RecruitMyMom; Durban; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Group risk

Medical aid

Provident fund

Gap

Job summary

RecruitMyMom in Durban, South Africa, is seeking an Advisory Assistant to work with an Advisory Partner. You will manage end-to-end client administration, execute complex instructions, and support high-net-worth private clients with precision.

The role requires meticulous administrative skills, proficiency in MS Office and CRM systems, and the ability to perform CGT calculations and fund allocations. You will help with onboarding, filing, and compliance documentation.

Qualifications

• Experience in administrative or support capacity within financial planning, wealth management, or LISP environment.
• Proficient with MS Office, SharePoint, and CRM software.
• Comfortable performing basic financial calculations (CGT, fund allocations) with accuracy.

Responsibilities

• Act as a warm, responsive liaison for clients, handling queries and onboarding documentation.
• Prepare documentation packs for adviser meetings and manage onboarding.
• Load client profiles onto the CRM and maintain the annual client review schedule.
• Submit and track financial instructions including top-ups, withdrawals, and transfers.
• Perform fund allocation and CGT calculations, generate fee reports, and analyze client performance.

Skills

Administrative support

Client communication

Attention to detail

Financial calculations

Education

Experience in financial planning/wealth admin

Tools

MS Office (Outlook, Excel, Teams)

SharePoint

Financial CRM software

Job description

RecruitMyMom in Durban, South Africa, is seeking an Advisory Assistant to work with an Advisory Partner. You will manage end-to-end client administration, execute complex instructions, and support high-net-worth private clients with precision.

The role requires meticulous administrative skills, proficiency in MS Office and CRM systems, and the ability to perform CGT calculations and fund allocations. You will help with onboarding, filing, and compliance documentation.