Wealth Administrative Assistant

Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the Time Personnel with the position of Wealth Administrative Assistant - Time Personnel which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Wealth Administrative Assistant - Time Personnel below matches your qualifications. Good Luck: D

• Expiration date: 18 April 2025
• Location: Cape Town, Western Cape
• Job Title: Wealth Administrative Assistant
• Education Level: High School / Matric
• Job Level: Intermediate
• Minimum Experience: 3 - 5 Years

Have you worked within the financial planning and wealth management industry? Our client based in the Southern Suburbs, an Independent Financial Advisory specialising in investments, tax and financial planning, requires a dedicated and trusted individual to assist the Wealth Management team with client administration and investment processing.

This individual will work in a productive environment of teamwork, learning and personal development.

Industry experience is essential.

Requirements:

• Grade 12, tertiary qualification will be an advantage.
• Own vehicle, transport and drivers license.
• Both English and Afrikaans speaking and writing skills required.
• Good written and verbal communication skills.
• Ability to work under pressure and meet deadlines.
• Methodical, detailed and organised work style.
• Professional corporate appearance.
• Able to multitask in a fast-paced environment.
• Good time management skills.
• Must be familiar with Adobe PDFs, Outlook, Word and Excel.

Duties and Responsibilities::

• Administrative duties - scheduling meetings, general office administration, correspondence with clients and service providers.
• Assisting the financial planners in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups.
• Filing, capturing client data, updating spreadsheets and word documents.
• Follow-up all client transactions, implementation of new business etc.
• Being telephonically available for client queries, and act as initial point of contact for client queries.
• It is essential that the candidate has the ability to multitask and work under pressure.

Information :

• Company : Time Personnel
• Position : Wealth Administrative Assistant
• Location : Cape Town, Western Cape
• Country : ZA

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Wealth Administrative Assistant job info - Time Personnel Cape Town, Western Cape above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Wealth Administrative Assistant job info - Time Personnel Cape Town, Western Cape in 2025-03-30 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.