Johannesburg: SENIOR WEALTH ASSISTANT

Our client with a national footprint within the financial sector seeks the duties of a highly skilled Learning and Development Manager. Key Responsibilities Client Service & Relationship Support Act as a primary point of contact for clients regarding administrative queries, documentation, and follow‑ups. Support Wealth Managers in preparing for client meetings, including compiling statements, reports, and investment summaries. Maintain a professional, client‑centric approach in all interactions. Assist with client onboarding, KYC/FICA verification, and account maintenance. Administrative & Operational Support Prepare, process, and track investment instructions, withdrawals, switches, and policy amendments. Ensure all documentation is complete, accurate, and compliant before submission. Maintain up‑to‑date client records on CRM and internal systems. Coordinate with product providers, platforms, and internal departments to resolve queries and expedite processing. Advice & Compliance Support Assist Wealth Managers with preparing financial‑planning documentation, including ROAs, investment proposals, and product comparisons. Ensure all advice files meet FAIS, FICA, POPIA, and TCF requirements. Maintain accurate compliance records and support internal audits. Monitor outstanding requirements and ensure timely completion of compliance tasks. Reporting & Portfolio Administration Prepare client portfolio reviews, performance summaries, and consolidated reports. Track investment transactions, contributions, and policy anniversaries. Monitor workflow pipelines and ensure timely follow‑ups on pending items. Assist with data integrity checks and system updates. Team & Process Support Mentor junior assistants and contribute to team knowledge‑sharing. Identify process inefficiencies and recommend improvements. Support Wealth Managers with diary management, meeting coordination, and task prioritisation. Assist with client events, communication campaigns, and operational projects. Qualifications & Experience Matric (Grade 12) required; a relevant financial‑services qualification (e.g., RE5, NQF Level 5 in Wealth Management) is highly advantageous. Minimum 46 years experience in a wealth‑management, investment, or long‑term insurance environment. Strong understanding of investment products, retirement funds, risk‑cover solutions, and financial‑planning processes. Experience working with financial platforms and CRM systems. Excellent proficiency in MS Office (Excel, Word, Outlook). Key Competencies Exceptional organisational and administrative skills. Strong attention to detail and accuracy. Excellent communication and client‑service abilities. Ability to work independently and manage multiple priorities. High level of professionalism, confidentiality, and integrity. Problem‑solving mindset with a proactive approach. Ability to support advisers in a high‑performance environment.