Description:
Our client operates within the financial services industry, providing specialist wealth and investment advisory services. They have an established national presence and a long-standing track record in the sector. The role is based in a well-supported office environment within a growing business unit.The Wealth Manager's Assistant will be responsible for supporting client servicing, compliance, and administrative functions in a high-paced financial planning environment. The role requires strong organisational skills and the ability to manage a wide range of client-related tasks efficiently. You will assist in preparing client documentation, managing databases, and coordinating meetings, while maintaining a professional and client-focused approach. This position is suited to someone who thrives in a structured, office-based environment and enjoys engaging with clients.
Key Responsibilities
Handle daily client queries and incoming calls Prepare client packs for new business and annual reviews Maintain and update the client statement portal monthly Support the client compliance and review processes Book and coordinate client appointments Manage and maintain a database reflecting client engagement and product uptake Oversee the client onboarding and new business pipeline Assist with claims processes as required Provide general office administrative support as needed (e.g. planning client events) Ensure all tasks are completed accurately and timeously Key Attributes
Ability to work quickly and accurately under pressure Strong interpersonal and communication skills Excellent task prioritisation and time management Reliable, accountable, and professional Friendly and client-focused demeanour Requirements
Minimum of 23 years experience as an assistant to a financial planner, wealth manager, or broker consultant Matric essential; a tertiary qualification in financial services and/or regulatory exams is highly advantageous Proficient in Excel and knowledge of industry platforms Own Vehicle Office-based role, Monday to Friday, 8am to 4pm Remuneration
R23 000 - R26 500
This is subject to candidates experience and qualifications
**Only shortlisted candidates will be contacted**
05 Feb 2026;
from:
gumtree.co.za