Advisory Assistant

1. Client Onboarding & Administration Prepare and manage client onboarding packs and supporting documentation Ensure accurate data capturing on internal systems Follow up on outstanding forms, FICA documents, mandates, and applications Submit, track, and monitor all investment instructions (e.g., new business, top-ups, withdrawals, switches, transfers, maturities) Liaise with internal teams and providers to ensure timely processing 2. Diary & Meeting Coordination Manage Wealth Managers calendar and book client meetings Prepare agendas and meeting packs Capture meeting minutes and follow through on action items 3. Financial Processing & Compliance Perform basic investment and tax calculations as requested Assist with tax directives, recoupment options, and simulations Ensure all client files are compliant (FAIS & FICA) and documentation is up to date 4. Client Service & Communication Handle client queries and provide updates on instruction progress Build rapport through regular communication and professional service Coordinate signing of documents and send client gifts/cards for special occasions 5. Team & Office Support Mentor junior team members or assistants Participate in key events such as annual reviews and client presentations Provide general office support where needed

Location: Sandton, ZA

Posted Date: 7/8/2025