Wealth Manager Assistant

Job Location Claremont, Cape Town Position title

Wealth Manager Assistant Description This  is a full-time hybrid role based in Cape Town, with some flexibility for remote work. The Wealth Manager Assistant will support Wealth Managers in day-to-day tasks such as client communication and maintaining high levels of customer service. The role requires excellent organizational skills to assist with financial planning processes and ensure seamless client experience.

Responsibilities
** Administration & Client Portfolio Support
*** Assist with preparation of client reports
* Open, maintain, and update client files
* Obtain relevant quotations and updated portfolio information
* Type minutes and handle ad-hoc typing requests
* Support Wealth Managers with administrative functions
** Processing of New & Existing Business
*** Process new business applications
* Ensure fees are invoiced and paid
* Confirm investment details with clients
* Provide clients with all relevant investment documentation
* Manage and process client changes and ensure updates are communicated
** Client Management System Maintenance
*** Capture and update all client information in the CMS
* Regularly update policy and investment details
* Load, follow up, and update system tasks
* Work with other administrators to ensure system standardisation
** Compliance Management (FAIS & FICA)
*** Ensure all client records meet FAIS and FICA requirements
* Maintain complete and compliant client documentation
** General Administrative Support
*** Manage stationery inventory and orders
* Maintain filing systems
* Assist with client events and functions
* Support management with delegated projectsQualifications
* Matric (Grade 12) – essential
* Bachelor of Commerce - advantageous Experience
* Minimum 5 years’ experience in banking, insurance, or the financial industrySkills
* Fluent in English (written and verbal)
* Excellent telephone etiquette and strong communication skills
* Computer literacy:
Proficient in Microsoft Word, Excel, and Outlook
* Professional appearance and a pleasant, client‑focused disposition

Job Benefits
* Tailored Staff Financial Wellness Offering
* Employee Wellness Provider
* Professional Development Opportunities
* Rich Organisational Culture
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