Wealth Investment Admin Assistant — In-Office

Hire Resolve; Wes-Kaap; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

13th cheque

21 days annual leave

Job summary

Hire Resolve is seeking an organised Administrative Assistant for a premier Wealth Management firm in Somerset West. This permanent, onsite role supports a Financial Planner in investment management and group scheme benefits.

The role requires 3-5 years' experience as a Broker’s Assistant or Secretary, strong financial knowledge, and proficiency in MS Office and SharePoint. Own transport and confidentiality are essential.

Qualifications

• Experience: 3-5 years as Broker’s Assistant or Secretary handling investment administration.
• Financial services knowledge including investment products and client handling.
• Proficiency with MS Office and SharePoint, accurate record keeping.

Responsibilities

• Investment Administration: prepare documentation for instructions and client accounting.
• Client Liaison: primary contact for clients and providers, resolve queries professionally.
• Compliance & Record Keeping: manage FAIS/FICA filing and ensure compliance.
• Advisory Support: prepare materials and follow-ups for Advisors.
• Office Coordination: manage calendars and meetings for the advisory team.

Skills

Organizational skills

Attention to detail

Independent working

Strong communication

Education

Tertiary qualification or industry certification

Tools

MS Office Suite

SharePoint

Job description

Hire Resolve is seeking an organised Administrative Assistant for a premier Wealth Management firm in Somerset West. This permanent, onsite role supports a Financial Planner in investment management and group scheme benefits.

The role requires 3-5 years' experience as a Broker’s Assistant or Secretary, strong financial knowledge, and proficiency in MS Office and SharePoint. Own transport and confidentiality are essential.