wealth assistant

Company and Job Description: This role offers an opportunity to work closely with Wealth Advisors and Planners, providing critical administrative and operational support to ensure the seamless delivery of wealth management services to clients. Key Responsibilities: - Assist with the implementation of client investment and insurance instructions. - Prepare...

This is an excellent opportunity for someone with experience in investment administration who enjoys working in a fast-paced, professional environment. Key Responsibilities: New Business Processing - Implement client instructions relating to investments, insurance policies, and other financial products - Submit relevant documentation to service...

Company and Job Description: This role offers an opportunity to work closely with Wealth Advisors and Planners, providing critical administrative and operational support to ensure the seamless delivery of wealth management services to clients. Key Responsibilities: Assist with the implementation of client investment and insurance instructions. Prepare and...

Requirements: Matric / Grade 12. Minimum 2 years’ Experience in investment administration will be an advantage. Full understanding of Investment Products, including but not limited to: Living annuities Life annuities Retirement annuities Preservation funds Discretionary investments Endowments Tax free savings investments Responsibilities: Time...

Integrated Marketing Lead - Acute Care & Monitoring Flexible Work ArrangementJohannesburg, Gauteng, South AfricaDurban, Kwa Zulu Natal, South AfricaCentury City, Western Cape, South AfricaJohor Bahru, Johor, MalaysiaFull timeR78483 Careers that change lives start here. Medtronic is a global leader in healthcare technology with a Mission to alleviate pain,...

Private Wealth Manager assistant - Cape Town Duties & Responsibilities Prospect and engage potential clients through outbound calls. Qualify leads and schedule appointments for Wealth Consultants. Maintain accurate client records and complete all required administrative documentation. Support consultants with diary management and client...

Key ResponsibilitiesNew Business & Transaction SupportSupport the end-to-end new business process through Carrick's internal systems.Proactively follow up on outstanding applications, transactions, and requirements to ensure timely completion.Liaise with internal teams and external providers to keep business progressing efficiently.Work closely with the...

Private Wealth Manager assistant - Cape Town Duties & Responsibilities Prospect and engage potential clients through outbound calls. Qualify leads and schedule appointments for Wealth Consultants. Maintain accurate client records and complete all required administrative documentation. Support consultants with diary management and client communication....

Private Wealth Manager assistant - Cape Town Duties & Responsibilities Prospect and engage potential clients through outbound calls. Qualify leads and schedule appointments for Wealth Consultants. Maintain accurate client records and complete all required administrative documentation. Support consultants with diary management and client...

Company and Job Description: This role offers an opportunity to work closely with Wealth Advisors and Planners, providing critical administrative and operational support to ensure the seamless delivery of wealth management services to clients. Key Responsibilities: Assist with the implementation of client investment and insurance instructions. Prepare...

Company and Job Description:This role offers an opportunity to work closely with Wealth Advisors and Planners, providing critical administrative and operational support to ensure the seamless delivery of wealth management services to clients.Key Responsibilities:Assist with the implementation of client investment and insurance instructions.Prepare and submit...

Salary: Market-relatedKey Responsibilities:Deliver exceptional administrative and personal assistant support to the practice.Act as a key point of contact in a client-facing role, maintaining a friendly, professional manner and a smart, well-groomed appearance.Manage day-to-day financial planning administration efficiently.Requirements:Essential previous...

Key Responsibilities: - Deliver exceptional administrative and personal assistant support to the practice. - Act as a key point of contact in a client-facing role, maintaining a friendly, professional manner and a smart, well-groomed appearance. - Manage day-to-day financial planning administration efficiently. Requirements: - Essential previous...

Salary: Market-related Key Responsibilities: Deliver exceptional administrative and personal assistant support to the practice. Act as a key point of contact in a client-facing role, maintaining a friendly, professional manner and a smart, well-groomed appearance. Manage day-to-day financial planning administration efficiently. Requirements: Essential...

Carrick Wealth is seeking a Private Wealth Manager assistant to drive outbound prospecting, qualify leads, and schedule client appointments in a fast-paced wealth management setting. You will support Wealth Consultants with diary management, client communications, and documentation while building a solid understanding of Carrick Wealth's services and value...

Carrick Wealth is seeking a Private Wealth Manager assistant to drive outbound prospecting, qualify leads, and schedule client appointments in a fast-paced wealth management setting. You will support Wealth Consultants with diary management, client communications, and documentation while building a solid understanding of Carrick Wealth's services and value...

Role: Wealth Adviser AssistantCategory: Financial ServicesLocation: Worcester, Western CapeSalary: Market-related Our client is offering an 18-month development opportunity designed to launch your career in the financial world. You will work alongside established financial advisers and management while receiving world-class mentorship and...

Senior Wealth Assistant Location: Bellville CT Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and financial...

If you're a client-focused financial services professional who enjoys keeping things organised, ensuring seamless client service, and supporting wealth management professionals behind the scenes, this Wealth Assistant opportunity could be your next career move. Join a professional wealth management environment where attention to detail, service excellence,...

Bryanston, South Africa | Posted on 18/09/2026 Location Type Hybrid (Part office, Part remote) Remuneration Term Per Hour Date Opened 18/09/2026 State/Province Gauteng City/Town Bryanston Country South Africa Job Description An FSP service provider is looking to recruit a super sharp part‑time CIPC Administrative Assistant who has previously worked for a...