Wealth Administrator | Durbanville, Western Cape
Listed on 2026-10-18
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Location: Durbanville
Category:
Administration and Operations
Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by: PSG Financial Services
Posted on: 18 Aug 2026
Reference Number: POS
40868
Closing date: 30-Oct-2026
Position Type:
Permanent
Location:
Durbanville Oxford Street
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability toapply.
The Wealth Adviser Assistant will provide broad administrative support to the practice,with a focus on ensuring that client servicing, business processing and administration are handled efficiently and consistently. The role is intended to support efficient business processes, accurate documentation preparation andtimely follow-up across the client service process, contributing to an efficient, well-organised and client-focused practice. The position requires flexibility and the ability to support a range of practice needs.
Responsibilities:- Gathering and processing of information
- Compiling reports
- Obtaining quotes and compiling applications
- Assisting clients with general administrative queries
- Assisting with the reviewpreparation and implementation
- Recording, maintaining and updating record-keeping systems
- Preparing and distributing of client communication
- Building and maintaining relationships with important stakeholders
- Maintaining service level agreements
- Managing risk in terms of compliance requirements
- Maintaining efficient operational and administrative processes
- Matric
- Relevant financial degree/NQF5 in Wealth Management (Advantageous)
- 3-5 years administrationrelevant working experience within the financial services industry
- Must have own reliable transport
Required:
- Professional client communication skills (verbal and written)
- Time management and prioritisation
- Organisation and planningability
- Presentation andclient-service orientation
- Attention to detail and accuracy
- Engage confidently with clients and various stakeholders
- Energetic, collaborative and team-orientated approach
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