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
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