Wealth Administrative Assistant

Job Summary:We are seeking an organized and detail-oriented Wealth Administrator to support our team in Cape Town. The successful candidate will be responsible for providing administrative assistance, data entry, and record-keeping services.Main Responsibilities:Information Gathering and Verification: Assist in gathering information via the Astute system for...

Your:Formal Education:MatricNQF 5 & 6 would be advantageous (In Wealth Management)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essentialCompetencies:Proficient in English and Afrikaans (read, write, speak)Competent on service providers website functionalities...

Supporting Wealth ProfessionalsAs a key member of our client's team, you will be responsible for ensuring seamless day-to-day operations in the wealth management department.Your Key Tasks:Extract relevant data from the Astute system for the benefit of our Private Wealth Managers and Para-Planners.Verify that takeovers are completed by providers and address...

About the Role:We are seeking a highly organized and detail-oriented administrative professional to join our Financial Planning and Wealth Management team. As a key member of our team, you will provide exceptional support to our financial planners and clients.Responsibilities:Provide administrative support to financial planners and clientsSchedule meetings...

Direct message the job poster from Real Time Wealth-----------------------------------------------------------------------------------------------Real Time Wealth is an independent financial services firm with offices in Tyger Valley and Somerset West.We're seeking a motivated individual to join our team and work closely with our experienced Financial...

Job title : Wealth Management Associate (Administration)Job Location : Western Cape, Cape TownDeadline : April 18, 2025Quick Recommended LinksJobs by Location Job by industries About the role:As a Wealth Management Associate, you'll play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring...

About Code Red RecruitmentWe are a leading recruitment agency specializing in financial services. Our team of experts is dedicated to connecting talented individuals with exciting career opportunities.Job Title: Financial Planning AssistantWe are currently seeking an experienced and skilled administrative assistant to join our Financial Planning and Wealth...

Wealth AdministratorOur client, a leading wealth manager, requires an experienced Wealth Administrator to support their team.Key Responsibilities:Retrieve information from the Astute system for Para-Planners and Private Wealth Managers.Chase takeover confirmations from providers and ensure timely completion.Send Provider Code Application forms to new Private...

Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instructions.Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth ManagerManage the...

About the Role:We are a leading provider of financial services solutions, and we are seeking a skilled Wealth Administrator to join our team in Cape Town. As a key member of our operations team, you will play a critical role in supporting our wealth management professionals.Key Responsibilities:Data Entry and Record-Keeping: Accurately enter data into the...

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written...

REQUIREMENTSGrade 12, tertiary qualification will be an advantageOwn vehicle, transport and driver's licenseBoth English and Afrikaans speaking and writing skills requiredGood written and verbal communication skillsAbility to work under pressure and meet deadlinesMethodical, detailed and organised work styleProfessional corporate appearanceAble to multitask...

REQUIREMENTSGrade 12, tertiary qualification will be an advantageOwn vehicle, transport and driver's licenseBoth English and Afrikaans speaking and writing skills requiredGood written and verbal communication skillsAbility to work under pressure and meet deadlinesMethodical, detailed and organised work styleProfessional corporate appearanceAble to multitask...

About the Position:This role offers an exciting opportunity to join a dynamic and growing recruitment agency specializing in financial services. We are seeking a skilled and experienced administrative professional to provide exceptional support to our Financial Planning and Wealth Management team.Responsibilities:Provide administrative support to financial...

About the CompanyReal Time Wealth is an independent financial services firm dedicated to delivering exceptional support to our clients. We offer a dynamic work environment where professionals can grow and thrive.Job SummaryWe are seeking a talented and experienced individual to join our team as a Financial Advisor/Assistant. The successful candidate will...

Overview of RoleWe are seeking a skilled and experienced individual to fill the position of Financial Advisor/Assistant at Real Time Wealth. This role is crucial in providing exceptional support to our clients and contributing to the growth and success of our company.ResponsibilitiesThe successful candidate will be responsible for:Providing support to our...

Purpose:We're looking for an administrative assistant to work as part of the financial planning and wealth management team, assisting clients and financial planners with client administration and investment processing.Competencies Required:Grade 12 essential.Industry experience is essential. Candidates with no industry experience will not be considered.A...

This position is for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written communication, in English and Afrikaans, at all levelswill...

Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services IndustryBcom | Relevant Tertiary Education requiredCertified Financial Planner | CFPRE 5 CompletedProficient in CRM Systems essentialStrong knowledge of Annuities | Investments | Tax Related Assistance will be beneficialValid Driver's License and own...

Wealth Administrator PositionOur client is seeking an organized and detail-oriented individual to fill the position of Wealth Administrator.Responsibilities:Data collection from the Astute system for the benefit of Private Wealth Managers and Para-Planners.Verification of takeover completion by providers and addressing any pending tasks.Coordination of...