Wealth Administrator | Durbanville

Job description

• 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 and timely 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
• Managing adviser diaries
• Assisting with the review preparation 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

Minimum Requirements

• Matric
• Relevant financial degree/ NQF5 in Wealth Management Advantageous
• 3-5 years administration relevant working experience within the financial services industry

Additional Requirements

• Computer literacy Microsoft Suite
• Must have own reliable transport

Skillset Required

• Professional client communication skills verbal and written
• Time management and prioritisation
• Organisation and planning ability
• Presentation and client-service orientation
• Attention to detail and accuracy
• Engage confidently with clients and various stakeholders
• Problem solving skills
• Energetic, collaborative and team-orientated approach

Closing date: 22-Aug-2026