Central Karoo: Wealth Manager Assistant (George, WC)

Looking to build your career in a fast-paced and client-centric financial services environment? A high-performing Private Clients team in George is on the hunt for a Wealth Manager Assistant to take full ownership of their growing investment and life administration book. This is a key support role where accuracy, coordination, and proactive client service are essential. If youre driven, meticulous, and thrive under pressure, this could be your next big move. Key Responsibilities: Provide full administrative support to Wealth Managers Maintain up-to-date and compliant client records Coordinate account openings, investment transactions, and policy reviews Handle scheduling, diary management, and travel arrangements Respond timeously to client and internal queries Apply regulatory knowledge (FICA/FAIS) in all operations Assist with switches, top-ups, and preparation for client reviews Requirements: 24 years of investment admin or relevant financial services experience Relevant BCom Degree / Matric and Financial Planning qualification Strong working knowledge of FICA and FSCA regulatory compliance Proficient in Microsoft Office, especially Excel High attention to detail with a methodical work ethic Able to work independently and as part of a team Clear communicator with a client-first mindset Hybrid set-up (home and office) Apply now!