Wealth Administrative Assistant

Wealth Administrator Job DescriptionCA Financial Appointments requires a skilled Wealth Administrator to assist in various administrative tasks.Key Responsibilities:Gathering information via the Astute system for Para-Planners and Private Wealth Managers.Monitoring takeovers and sending confirmations to providers.Sending Provider Code Application forms to...

Job SummaryWe are seeking a highly skilled Wealth Management Support professional to join our team in Cape Town.This role will involve working closely with Wealth Managers to provide research and analysis to support client wealth creation and financial wellbeing.Main Responsibilities:Supporting Wealth Managers with research and analysisDeveloping best...

Wealth Administrator RoleCA Financial Appointments is looking for an experienced Wealth Administrator to fill a key position.Main Responsibilities:Retrieve data from the Astute system for PWMs and PWMs.Follow up on takeovers and confirm completion with providers.Forward Provider Code Application forms to providers for new PWMs.Manage and disseminate client...

Key ResponsibilitiesWe are seeking a Wealth Management Administrator to join our team at The Talent Experts.Your key responsibilities will include:Ensuring the seamless execution of banking and investment transactions.Maintaining accuracy and upholding deadlines with finesse.Managing E-Banking users, handling client queries, and reconciling investment...

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...

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...

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...

About the Role:This Financial Planning and Wealth Management Coordinator position offers an exciting opportunity to join our team and contribute to the success of our clients. As a key member of the financial planning and wealth management team, you will provide administrative support to assist clients and financial planners with client administration and...

The Career Network SA is seeking an experienced Wealth Management Associate to support our wealth business and assist with various tasks.The successful candidate will possess strong project management skills, the ability to multitask, and excellent communication skills.This role entails:Managing multiple projects simultaneously.Providing timely, precise...

We are seeking a talented Business Support Assistant to join our team at The Career Network SA. In this role, you will provide administrative support to the wealth business and assist with various tasks related to client servicing, project management, and wealth management.Your key responsibilities will include staying up-to-date on product and industry...

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...

Unlock Your PotentialA career with Absa Group offers the opportunity to be part of an exciting growth journey and contribute to shaping our destiny as a proudly African group. As a Wealth Management Specialist, you will be responsible for building and maintaining professional business relationships across a portfolio of Private Wealth clients.Job...

At The Career Network SA, we are seeking a highly skilled Wealth Management Associate to join our team. This role involves supporting the wealth business and occasionally assisting our subsidiary businesses.The Client Services role requires strong multitasking skills, teamwork, and the ability to build and maintain client relationships while delivering...

We are seeking a motivated and experienced Articled Planner to join our team at Status Staffing.About the JobThis internship position provides a unique opportunity to develop valuable skills in wealth management and gain hands-on experience in the financial planning industry.Key ResponsibilitiesNew Business Implementation:Implementing new business...

We are seeking a highly skilled Sr. Data Systems Administrator to join our team at Titan Wealth Holdings Limited. As a key member of our data infrastructure group, you will be responsible for maintaining and optimizing existing databases while designing new solutions that align with evolving business needs.The ideal candidate will have extensive experience...

Job Summary:We are seeking an experienced Administrative Assistant to join our team as a Client Service Specialist. In this role, you will provide administrative support to the financial planning and wealth management team, assisting clients and financial planners with client administration and investment processing.Key Responsibilities:Scheduling meetings...

Wealth Administrator Position OverviewCA Financial Appointments seeks a detail-oriented Wealth Administrator to support various tasks.Main Tasks:Acquire information from the Astute system for private wealth managers.Monitor takeovers and send notifications to providers.Send application forms to providers for new private wealth managers.Coordinate document...

Job title : Wealth Management Advisor - Manila, Saigon & JakartaJob Location : Western Cape, Cape TownDeadline : March 27, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you looking for your new role abroad? Enjoy career growth, vibrant cultures, and unmatched opportunities in our dynamic financial hubs. This position is for...

Empowering Africa's Tomorrow, TogetherAbsa Group is a leading financial services provider with over 100 years of rich history and expertise. As a Private Wealth Banker, you will play a crucial role in building and maintaining professional business relationships with our clients.You will be responsible for achieving financial targets, acquiring new clients,...

Job OverviewWe are seeking an ambitious and driven Business Development Specialist - Wealth Management to join our team. As a key member of our business development function, you will be responsible for identifying and pursuing new business opportunities, building relationships with key stakeholders, and contributing to the growth and profitability of our...