Wealth Manager Assistant (JB5812) - Johannesburg - Kontak Recruitment

    Kontak Recruitment
    Kontak Recruitment Johannesburg

    2 days ago

    Description
    Wealth Manager Assistant (JB5812)
    Honeydew, Johannesburg West (Hybrid work from home with 2 in-person meetings per week)
    R CTC per month
    Contract

    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

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