Wealth Admin Assistant (Part-Time, Hybrid, CRM)

RecruitMyMom; Randburg; Hybrid; ZAR 83,000 - 124,000; Part time

Job summary

RecruitMyMom is seeking a super sharp part-time CIPC Administrative Assistant for a wealth advisory environment in Bryanston, Gauteng. The role offers flexible 3-4 hours a day, mostly remote, with a 3-4 week project and potential ad-hoc hours thereafter.

You will onboard clients onto the CRM, gather documentation, support the investment advisor with admin tasks, keep CRM up to date and assist with FICA & CIPC documentation.

Qualifications

• Experience doing administrative work in FSP / Investment or Financial advisory is required.
• Proven ability to onboard clients onto a CRM and maintain records.
• Strong organisational skills to manage multiple tasks and meet deadlines.

Responsibilities

• Onboard clients onto the CRM system.
• Gather outstanding documentation for clients.
• Support the investment advisor with admin tasks.
• Keep the CRM up to date.
• Assist with FICA documents & CIPC.

Skills

Onboarding clients

CRM management

Organisational skills

Education

Experience in FSP/Investment environment

Tools

CRM software

Job description

RecruitMyMom is seeking a super sharp part-time CIPC Administrative Assistant for a wealth advisory environment in Bryanston, Gauteng. The role offers flexible 3-4 hours a day, mostly remote, with a 3-4 week project and potential ad-hoc hours thereafter.

You will onboard clients onto the CRM, gather documentation, support the investment advisor with admin tasks, keep CRM up to date and assist with FICA & CIPC documentation.