Wealth Manager Assistant (JB5812)

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 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...