Job Description
About the Role
We are seeking a highly organized and detail-oriented Wealth Manager Assistant to provide administrative support to an independent and reputable Wealth Manager based in Johannesburg West. The ideal candidate will be responsible for ensuring seamless client onboarding, compliant administration, and professional follow-through. This is a hybrid role that combines remote work with 2 in-person meetings per week.
Key Responsibilities
- Provide day-to-day administrative and operational support to the Wealth Manager
- Manage client onboarding from start to finish, including documentation, applications, and record keeping
- Handle compliance administration, including FICA packs, application forms, and maintaining accurate records
- Prepare and process investment, insurance, and retirement product applications and related paperwork
- Prepare quotes, submit business, and follow up on cases with product providers and relevant parties
- Liaise with clients, product providers, and internal teams to ensure efficient follow-ups and resolutions
- Schedule client meetings, prepare meeting packs, and support follow-up actions after meetings
- Maintain accurate client records and keep CRM data up to date
- Assist with portfolio administration, valuations, and reporting as required
- Handle client queries professionally and timeously, escalating where needed
- Support the Wealth Manager in meeting regulatory and compliance standards
Requirements
- Completed Grade 12 RE5
- Solid working knowledge of FICA processes and record-keeping
- 5 or more years of experience in an administration/PA/Secretarial role
- 2 or more years’ experience as a Broker Assistant or Wealth/Financial Advisor Assistant supporting an advisor’s client portfolio
- Experience supporting investments and related product administration (quotes, submissions, follow-ups)
- Proficient in MS Word, Excel, and PowerPoint
- Experience working on a CRM system and keeping client data accurate and up to date
- Ability to communicate with clients professionally (email and phone) and handle confidential information
Qualifications
- Formal education/certifications are not required for this role.
Salary & Benefits
- R15 000 – R20 000 CTC per month
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Admin / clerical / secretarial Jobs in Gauteng
Admin / clerical / secretarial positions are in high demand across Gauteng, with the job market typically experiencing steady growth in this field. The financial services sector, technology industry, and manufacturing sector are among those commonly employing administrative staff, as they require efficient organisation and support functions to operate effectively.
In terms of compensation, salaries for admin clerical secretarial roles vary widely depending on factors such as level of experience, company size, and industry sector. Generally, entry-level positions may command a salary range of around R10 000 – R20 000 per month, while more senior roles can earn between R30 000 – R60 000 per month or more, depending on individual qualifications and performance. However, it’s essential to note that these figures are only rough estimates and can vary significantly based on the specific employer and industry.
Typically, admin clerical secretarial roles require a range of key skills, including proficiency in Microsoft Office software, excellent communication and interpersonal skills, attention to detail, organisational abilities, and technical knowledge of HR systems or other relevant software. Additionally, many employers also value candidates with experience in customer service, data entry, or bookkeeping.
These roles are commonly found in various industries, such as financial services, technology, manufacturing, and healthcare. In the finance sector, for example, administrative staff may be responsible for providing support to accountants or financial analysts, while in the tech industry, they might assist software developers or IT project managers with administrative tasks.
Career development opportunities for admin clerical secretarial professionals are often extensive, with many roles offering a clear pathway to more senior positions. With experience and additional training, individuals can move into specialist roles such as HR administrator, operations manager, or even management positions.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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