Wealth Manager Assistant

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

Job summary

A recruitment agency is seeking a Wealth Manager Assistant for their Johannesburg West office. This hybrid role involves providing administrative support to a Wealth Manager, managing client onboarding, and ensuring compliance with necessary regulations. The ideal candidate will have a completed Grade 12 and RE5 certification, alongside several years of experience in administration and supporting financial advisors. Offers a competitive salary, with a workspace that combines remote and in-person meetings.

Qualifications

• 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.
• Experience supporting investments and product administration.

Responsibilities

• Provide administrative support to the Wealth Manager.
• Manage client onboarding and documentation.
• Handle compliance administration and record keeping.
• Prepare and process investment applications.
• Schedule client meetings and prepare meeting packs.

Skills

Client communication

CRM systems

MS Word

MS Excel

MS PowerPoint

Education

Completed Grade 12

RE5 Certification

Job description

Wealth Manager Assistant (JB5812)

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

R15 000 - 20 000 CTC per month • Contract

Overview

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.

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 resolutions
• Schedule 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

Please do not apply using scanned CVs, no supporting documentation is required at this point, this will be requested later.

IMPORTANT: We specialize in specific niche fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.

Recruitment Disclaimer & EEO

Kontak Recruitment Disclaimer:

Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements.

Job specifics: Requirements mirror advertisement, duties may adjust for client needs.

Fair process: Fair assessment, only shortlisted candidates contacted due to volume.

Privacy: Data processed as per Privacy Policy. By applying, you agree to data handling. We safeguard applicant info.

Candidate verification: Candidates selected by the client are verified. False info may disqualify or end employment via the client.

Offer clarity: Advert is not a binding offer. Written offers based on pre-employment conditions.

No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY.

Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, you must verify with Kontak Recruitment.