South Africa: Wealth Manager Assistant

February 6, 2026 Jobs in South Africa

Job 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

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About Admin / clerical / secretarial Jobs in ZA

The Admin / Clerical / Secretarial sector is a common and diverse field in the South African job market. Typically, roles within this sector are found across various industries, with a strong presence in the financial services sector, technology industry, and manufacturing sector. Generally, these positions are in high demand, especially in fast-paced and growing organisations.

When it comes to salary expectations for Admin / Clerical / Secretarial professionals in South Africa, it’s generally difficult to provide a specific range due to variation in factors such as experience, company size, and industry sector. However, broad salary ranges can be offered as follows: For entry-level positions, salaries typically start around R15 000 – R25 000 per annum, while experienced professionals can expect higher salaries ranging from R40 000 – R80 000 per annum. These figures are subject to change and may not reflect the current market conditions.

Common skills required for Admin / Clerical / Secretarial roles include proficiency in Microsoft Office (particularly Word, Excel, and PowerPoint), excellent communication and organisational skills, attention to detail, and the ability to maintain confidentiality. Additionally, knowledge of accounting software and experience with email management tools are often beneficial. Strong problem-solving skills and the capacity to adapt to new systems and processes are also highly valued.

These roles can be found in various industry sectors, including financial services, technology, manufacturing, and public sector organisations. Many companies, both large multinationals like Google and Microsoft and local South African businesses, employ Admin / Clerical / Secretarial staff to ensure efficient day-to-day operations and administrative support.

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Career development opportunities for Admin / Clerical / Secretarial professionals are generally available through training and development programs offered by employers. These may include courses in business administration, computer literacy, or languages. With experience and continuous learning, it’s possible for individuals in this field to progress into more senior roles or explore related fields such as human resources management, project coordination, or office management.

This information provides general career guidance. Actual salaries and requirements vary by employer.

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