Administrative Assistant to Wealth Manager

Apply before Mar 28 2026 | 57 Days left

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Vacancy Details

A established reputable firm, requires an Assistant to the Wealth Manager:

DUTIES:

Administrative duties - scheduling meetings, general office administration, correspondence with clients and service providers
Assisting the financial planners in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups
Filing, capturing client data, updating spreadsheets and word documents
Follow-up all client transactions, implementation of new business etc
Being telephonically available for client queries, and act as initial point of contact for client queries
It is essential that the candidate has the ability to multitask and work under pressure

REQUIREMENTS:

Grade 12 essential
Industry experience is essential. Candidates with no industry experience will not be considered
A post-matric qualification will be an advantage, but not essential
Own vehicle, transport and driver's license will be an advantage
Both English and Afrikaans speaking and writing skills required
Good written and verbal communication skills
Ability to work under pressure and meet deadlines
Methodical, detailed and organised work style
Professional corporate appearance
Able to multitask in a fast-paced environment
Good time management skills
Must be familiar with Adobe PDFs, Outlook, Word and Excel