Wealth Assistant

SUMMARY:
Location: Midstream, Pretoria (Office-Based)
Position Type: Permanent
Salary: Market Related (Depending on Experience)
Working Hours: Monday to Friday, 08:00 – 16:30
Reporting to: Administrative Team Leader / Wealth Specialist About the Company:
Our client is a well-established wealth management practice that provides comprehensive financial planning and wealth management solutions to individuals and businesses. They are seeking a highly organized and detail-oriented Wealth Assistant to provide administrative and client support to Wealth Specialists while ensuring compliance with financial industry regulations and maintaining exceptional client service standards POSITION INFO:
Minimum Requirements

• Grade 12 (Matric) – essential.
• 3+ years’ administrative experience within the financial services, wealth management, investment, insurance, or related industry.
• Strong understanding of finan...