Wealth Management PA | Client-Focused Admin Pro

Talent Candey; Durban; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Talent Candey is assisting a Wealth Management client in Durban North to hire an experienced Wealth Assistant / Personal Assistant. The role focuses on professional, client-facing administrative support within a wealth management practice.

The ideal candidate will be highly organised with PA experience and about 1 year of exposure to financial planning, with the ability to learn quickly and maintain confidentiality in a client-facing environment.

Qualifications

• Minimum 1 year exposure to financial planning/wealth management.
• Strong administrative and organisational skills.
• Excellent verbal and written communication.

Responsibilities

• Provide comprehensive PA and admin support within the wealth management practice.
• Manage diaries, appointments and meetings.
• Liaise with clients, financial planners and service providers.
• Assist with client queries and follow-up.
• Prepare client documentation and records.
• Maintain filing and confidentiality of client information.

Skills

PA experience

Administrative skills

Client-facing communication

Financial planning exposure

Job description

Talent Candey is assisting a Wealth Management client in Durban North to hire an experienced Wealth Assistant / Personal Assistant. The role focuses on professional, client-facing administrative support within a wealth management practice.

The ideal candidate will be highly organised with PA experience and about 1 year of exposure to financial planning, with the ability to learn quickly and maintain confidentiality in a client-facing environment.