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Johannesburg North: Wealth Manager Assistant – Urgently needed posted by Kontak Recruitment

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Job Description

Wealth Manager Assistant (JB5812)Honeydew, Johannesburg West (Hybrid work from home with 2 in-person meetings per week)R15 000 – 20 000 CTC per monthContractSupport an independent and reputable Wealth Manager with smooth client onboarding, compliant administration, and professional follow-through.Enjoy a structured workday, a mostly remote setup, and a role thats all about getting things done properly and efficiently.Minimum Requirements:Completed Grade 12RE5 and solid working knowledge of FICA processes and record-keeping5 or more years of experience in an administration/ PA/ Secretarial role2 or more years experience as a Broker Assistant or Wealth/Financial Advisor Assistant supporting an advisors client portfolioExperience supporting investments and related product administration (quotes, submissions, follow-ups)Proficient in MS Word, Excel, and PowerPointExperience working on a CRM system and keeping client data accurate and up to dateAble to communicate with clients professionally (email and phone) and handle confidential information.

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About Wealth Management Administration Jobs in Gauteng

In Gauteng, South Africa, the wealth management administration sector is typically characterised by a demand for skilled professionals to support the growing financial services industry. As a result, job seekers in this field can expect to find opportunities in various industries, including financial services, technology, and even manufacturing sectors that require administrative support.

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Salary expectations for wealth management administrators in Gauteng are generally broad, with varying ranges depending on factors such as experience, company size, and industry sector. Typically, entry-level positions may start around R400 000 – R600 000 per annum, while senior roles can range from R800 000 to over R1 million. However, it’s essential to note that these figures are only estimates, and actual salaries may vary significantly depending on individual circumstances.

Common skills required for wealth management administration roles in Gauteng include strong communication and interpersonal skills, attention to detail, proficiency in Microsoft Office software, experience with financial systems and databases, analytical and problem-solving skills, and a basic understanding of tax laws and regulations. Other essential skills often include organisation, time management, and adaptability.

Wealth management administrators can be found working in various sectors, including the financial services sector, technology industry, and even manufacturing sectors that require administrative support. In the financial services sector, for example, administrators may work closely with clients, managing their investments and providing ongoing support. In the technology industry, they may assist in data analysis and process improvement.

Career development opportunities for wealth management administrators are often limited to in-house promotions or lateral moves within larger organisations. However, many professionals in this field also pursue external training and certification programs, such as the Certified Financial Planner (CFP) designation, to enhance their skills and advance their careers.


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



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