Wealth Manager Assistant

Kontak Recruitment; Johannesburg; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A reputable recruitment company is seeking a Wealth Manager Assistant in Johannesburg. This hybrid role involves assisting an independent Wealth Manager with client onboarding, administration, and compliance tasks. Candidates should possess a Grade 12 certificate along with 5+ years of experience in administration and comprehensive knowledge of FICA processes. Strong proficiency in MS Office and excellent communication skills are essential for effectively managing client interactions and maintaining up-to-date records. Competitive salary range offered.

Qualifications

• RE5 license and solid working knowledge of FICA processes required.
• 5+ years experience in administration or PA role essential.
• 2+ years experience as Broker Assistant or similar supporting role needed.

Responsibilities

• Provide administrative support to the Wealth Manager.
• Manage client onboarding documentation and records.
• Prepare and process investment and insurance paperwork.
• Liaise with clients and product providers for efficient resolutions.

Skills

Communication skills

Organization

Attention to detail

Proficient in MS Word, Excel, PowerPoint

Education

Completed Grade 12

Tools

CRM systems

Job description

Wealth Manager Assistant – Honeydew, Johannesburg.

Support an independent and reputable Wealth Manager with smooth client onboarding, compliant administration, and professional follow-through.

Enjoy a structured workday, a mostly remote setup, and a role that’s all about getting things done properly and efficiently.

Johannesburg West (Hybrid – work from home with 2 in-person meetings per week).

Salary: R15 000 – R20 000 CTC per month.

Minimum Requirements:

• Completed Grade 12
• RE5 and solid working knowledge of FICA processes and record-keeping
• 5 or more years of experience in an administration/ PA/ Secretarial role
• 2 or more years’ experience as a Broker Assistant or Wealth/Financial Advisor Assistant supporting an advisor’s client portfolio
• Experience supporting investments and related product administration (quotes, submissions, follow-ups)
• Proficient in MS Word, Excel, and PowerPoint
• Experience working on a CRM system and keeping client data accurate and up to date
• Able to communicate with clients professionally (email and phone) and handle confidential information

Duties and Responsibilities:

• Provide day-to-day administrative and operational support to the Wealth Manager
• Manage client onboarding from start to finish, including documentation, applications and record keeping
• Handle compliance administration, including FICA packs, application forms and maintaining accurate records
• Prepare and process investment, insurance and retirement product applications and related paperwork
• Prepare quotes, submit business, and follow up on cases with product providers and relevant parties
• Liaise with clients, product providers and internal teams to ensure efficient follow-ups and resolutionsSchedule client meetings, prepare meeting packs, and support follow-up actions after meetings
• Maintain accurate client records and keep CRM data up to date
• Assist with portfolio administration, valuations and reporting as required
• Handle client queries professionally and timeously, escalating where needed
• Support the Wealth Manager in meeting regulatory and compliance standards