Wealth Manager Assistant at Kontak Recruitment

• Support 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 that’s all about getting things done properly and efficiently.

Minimum Requirements:

• Completed Grade 12
• RE5 and 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
• Able to communicate with clients professionally (email and phone) and handle confidential information

Duties and 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