Our client
is a highly respected, premier wealth management firm dedicated to delivering
bespoke financial planning, investment strategies, and high-touch private
client services. Driven by core values of Integrity, Respect, Ownership, and
Excellence, they foster a collaborative and professional culture focused on
long-term client retention and acquisition.
They are
seeking a highly detailed, analytical, and personable Advisory Assistant to work directly alongside an Advisory Partner. In this pivotal support role,
you will manage end-to-end client administration, execute complex investment
instructions, assist with financial calculations, and ensure a seamless,
high-care experience for private clients.
- Client Communication
& Service Excellence: Act as a warm, responsive liaison for
clients—handling queries, requesting onboarding documentation (FICA/KYC),
arranging meeting schedules, and assisting with client events.
- Comprehensive
Administrative Management: Prepare documentation packs for advisor
meetings, process new business onboarding, load client profiles onto the
CRM, and manage the annual client review schedule.
- Transaction Execution
& Workflow Tracking: Submit, monitor, and track essential
financial instructions—including ad-hoc top-ups, withdrawals, portfolio
switches, maturities, income changes, and Section 14/50 transfers.
- Technical &
Financial Calculations: Perform fund allocation calculations,
CGT (Capital Gains Tax) calculations for switches/withdrawals, generate
fee reports, and produce client performance analysis summaries.
- Practice &
Compliance Management: Maintain compliance records (FICA, FAIS,
regular screening), manage depleted holdings, ensure signed client
mandates are up to date, and maintain accurate filing for client documents
and Wills.
- Office & Team Collaboration: Assist with reception coverage on a rotational basis and mentor fellow administrative team members to support a thriving office culture
Requirements
- Proven track record in
an administrative or support capacity within a financial planning, wealth
management, or LISP environment.
- Strong proficiency with
MS Office (Outlook, Excel, Teams), SharePoint, and financial CRM software.
- Comfortable performing
basic financial calculations (CGT, fund allocations, performance
reporting) with exceptional accuracy.
- Meticulous attention to
detail, strong problem-solving ability, excellent time management, and the
emotional intelligence to communicate professionally with high-net-worth
clients.
- High degree of honesty,
discretion, and integrity
Benefits
Included as part of the CTC: Group
risk, medical aid, provident fund, gap
Skills Required
- Proven administrative or support experience within financial planning, wealth management, or a LISP environment
- Proficiency with Microsoft Office, including Outlook, Excel, and Teams
- Proficiency with SharePoint
- Experience with financial CRM software
- Ability to perform CGT, fund allocation, and performance reporting calculations accurately
- Exceptional attention to detail and problem-solving ability
- Excellent time management skills
- Professional communication and emotional intelligence when working with high-net-worth clients
- Honesty, discretion, and integrity
What We Do
RecruitMyMom is a South African recruitment agency specializing in placing skilled women, particularly professional mothers, in permanent, contract, freelance, and fractional roles. They connect local and global businesses with top-tier talent and focus on the economic empowerment of women.
.jpg)
