Wealth Administration Assistant (Junior)

About the role

The Wealth Administration Assistant (Junior) provides day‑to‑day support to the Operational Head, handling back‑office administration for a direct equity portfolio management unit. The role requires meticulous record‑keeping, regulatory compliance, and consistent execution of predefined workflows.

Key responsibilities

• Maintain accurate client records and databases while ensuring confidentiality and regulatory compliance.
• Coordinate with service providers to facilitate smooth account opening processes.
• Apply FICA knowledge in line with FSCA requirements and monitor adherence to internal compliance policies.
• Identify, follow up, and escalate discrepancies or exceptions to management.
• Respond promptly to email and telephone enquiries from Portfolio Managers and the Operational Head.
• Build and maintain strong relationships with external advisors to address their operational needs.
• Provide problem‑solving support for enquiries from various departments.
• Perform ad‑hoc, department‑related duties and any reasonable tasks requested by the company.

Required profile

• Methodical and consistent work style, able to follow predetermined workflows.
• Exceptional administrative abilities with a focus on accuracy.
• Strong attention to detail and ability to handle confidential information.
• Good communication skills for internal and external stakeholder interaction.

Required skills

• FICA knowledge as required by the FSCA.

What we offer

• Opportunity to develop expertise in wealth administration within a dynamic team.
• Exposure to regulatory compliance and portfolio management processes.