Wealth Administrative Assistant

Wealth Management Assistant - Claremont, Cape TownThis position involves supporting a Wealth Manager in all aspects of their portfolio, including administrative tasks and client interaction.About Findojobs South Africa:Findojobs South Africa is a leading job search platform that connects top talent with top companies. Our team of experts works closely with...

Purpose:My client is 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...

Wealth Management Assistant - Claremont, Cape TownOur client, a Wealth Management company, is looking for a Wealth Management Assistant who provides administrative support to a Wealth Manager in all aspects of their portfolio.Salary: Market relatedOffice basedMinimum Requirements:Experience in and solid knowledge and understanding of FICA, FAIS, and...

Our client based in Southern Suburbs of Cape Town, is seeking a Wealth Manager's Assistant. The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be a strategic partner to the wealth...

Purpose:My client is 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...

About the RoleWe are seeking a highly organized Wealth Administrator to join our dynamic team at CA Financial Appointments.The ideal candidate will possess excellent administrative skills, particularly within the insurance, wealth, or financial services sectors.Main Responsibilities:Manage client documentation effectively.Liaise with stakeholders to resolve...

NQF 5 & 6 would be advantageous (In Wealth Management)Experience :5+ years experience in the investment financial services industry is essential3+ years experience in the broker support environment is essentialProficient in English and Afrikaans (read, write, speak)Competent on service providers' website functionalities (Investment and risk service...

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...

NQF 5 & 6 would be advantageous (In Wealth Management)Experience :5+ years' experience in the investment financial services industry is essential3+ years experience in the broker support environment is essentialProficient in English and Afrikaans (read, write, speak)Competent on service providers' website functionalities' (Investment and risk service...

FSP Wealth City of Cape Town, Western Cape, South AfricaIndependent Financial Advisor at FSP WealthCompany DescriptionForming part of the iFSP group of companies, FSP Wealth (Pty) Ltd was established to make wealth structuring as simplistic as possible. FSP Wealth believes that your financial wellbeing should not be influenced by complex products or...

This position involves coordinating various administrative tasks, including scheduling meetings, maintaining accurate records, and providing exceptional customer service. We seek a motivated and efficient individual who can thrive in a dynamic environment.Main Responsibilities:Provide administrative support to the wealth management team.Assist clients with...

Our client, a Wealth Management organisation, is seeking a Wealth Management Associate to join their expanding team.The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations.Key Responsibilities :Prepare and...

Job DescriptionWe are seeking a highly organized and detail-oriented Administrative Professional for Financial Services to join our team at Code Red Recruitment. This role will be responsible for providing administrative support to the Financial Planning and Wealth Management team, focusing on client administration and investment processing.Key...

iGrow Wealth Investments, South Africa's #1 Property Investment Company, seeks a detail-focused Property Development Marketing Assistant to join their dynamic team in Cape Town.About the PositionThis role involves providing administrative support to the Marketing team, focusing on property listings, documentation, and presentation preparation and updates.The...

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...

IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for a Property Development Marketing Assistant to join their team in Cape Town.We are looking for a detail-oriented Property Development Marketing Assistant who will provide administrative support to our Marketing team. In this position, you will be responsible for managing...

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 Advisors and their assistants.Position: Financial Advisor / Assistant (Medical aid and Gap...

Are you a detail-driven administration professional passionate about delivering exceptional client service in Wealth Management? We're looking for a dynamic Wealth Management Associate (WMA) to join our team and become an administrative partner to one of our experienced Wealth Managers.About the role:As a Wealth Management Associate, you'll play a pivotal...

Job title: Wealth Management Associate (Administration)Job Location: Western Cape, Cape TownDeadline: April 18, 2025About 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 compliance. You will act as a vital support partner, allowing the...

Sanlam Private Wealth is a valued member of the Sanlam Group ("the Group"). The Group offers diversified financial services and has been creating value for stakeholders since 1918.The Group employs approximately 154,675 people globally in 42 countries with a presence in 33 countries on the African continent, India, Malaysia and selected developed markets and...