Wealth Management Advisory Assistant

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.

Key Responsibilities

• 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