Talent.com
WEALTH ASSISTANT
WEALTH ASSISTANTHR Genie • Bellville, South Africa
WEALTH ASSISTANT

WEALTH ASSISTANT

HR Genie • Bellville, South Africa
3 hours ago
Job description


SUMMARY:
Assistance to the Advisor in the administration of clients' financial reviews and investments.

POSITION INFO:

An established company with a national footprint within the financial sector is seeking to hire a Wealth Assistant to join their team Iin Bellville

Formal Education:

  • Matric

Experience:

  • Administrative/secretarial experience is essential;
  • 2-3 years’ experience in the investment financial services industry.

Knowledge:

  • Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook);
  • Proficient in Afrikaans and English (read, write, speak);
  • Competent on service providers "website functionalities".

Processing new business for new and existing clients:

  • Implementation of clients’ instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providers
  • Obtain confirmation from service providers regarding implementation of instructions above;
  • Written communication/confirmation to clients’ regarding investment instruction implementation.

Servicing of existing clients:

  • Assimilate investment/fund values, investment performance statistics and Astute information of clients;
  • Compiling, binding and preparation of proposals and client review documentation;
  • Make payments on behalf of clients through the corporate saver account.

General Administration:

  • Scheduling meetings for Wealth Manager/Advisor and organizing diary;
  • Recording of client interaction and updating of client records upon completion of interaction;
  • Assist with preparation of client annual review;
  • Maintain client record and database according to company policies;
  • Beneficiary Risk Rating and screenings;
  • Assistance with Wealth Special Projects on ad-hoc basis;
  • Proactively managing tasks and ensure that all instructions are attended to in an efficient way.


Create a job alert for this search

WEALTH ASSISTANT • Bellville, South Africa

Similar jobs

Training Consultant: SanlamConnect: People & Culture: Academy: Bellville

SanlamBellville, ZA

Training Consultant: SanlamConnect: People & Culture: Academy: Bellville Date: 27 Mar 2026 Location: Bellville, Western Cape, ZA Company: Sanlam Group Who are we? SanlamConnect is dedicated to supp...Show more

 • Promoted

Personal Operations Assistant (Household & Family Support)

Outsourced CFOBellville, WC, za
Quick Apply

We are recruiting for a highly organized, proactive.This role is perfect for someone who thrives on getting things done, solving problems, and keeping life running seamlessly behind the scenes.You’...Show more

Trainee Train Assistant -Bellville

TransnetBellville, ZA

Assist the Train Driver in the safe and efficient driving/handling of all different types of trains/locomotive consists (airbrake, vacuum, high speed, heavy haul and passengers) to ensure that the ...Show more

 • Promoted

Scrum Master – Belville

Tych Business SolutionsBellville, ZA

Reporting directly to the Release Train Engineer (RTE), you’ll be supporting two or more cross-functional teams within a larger value stream or product ecosystem, working alongside other experience...Show more

 • Promoted

Branch Consultant/Financial Advisor - Bellville

SanlamMalmesbury, ZA

Branch Consultant/Financial Advisor - Bellville Date: 25 Feb 2026 Location: Malmesbury, Western Cape, ZA Company: Sanlam Group Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary...Show more

 • Promoted

Corporate Assistant / PA

Status StaffingKuils River, ZA

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Corporate Assistant BASIC SALARY : Market related with benefits START DATE : A.P / Immediat...Show more

 • Promoted

Reconciliation Clerk

FeedemBellville, ZA

Job Advert Summary .The Feedem Group seeks to appoint a Reconciliation Clerk who will be responsible for daily cash reconciliation in collaboration with the District Managers and Operations to ensu...Show more

 • Promoted

OMF Financial Consultant (Bellville Voortrekker)

Old MutualBellville, ZA

Carry out standard customer service activities and handle simple customer inquiries.Assess compliance with established standards and protocols for routine inquiries.Receive visitors and assist with...Show more

 • Promoted

Branch Consultant/Financial Advisor - Gugulethu

SanlamMalmesbury, ZA

Branch Consultant/Financial Advisor - Gugulethu Date: 25 Feb 2026 Location: Malmesbury, Western Cape, ZA Company: Sanlam Group Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary...Show more

 • Promoted

PORTFOLIO ASSISTANT

JobtedNorthern Suburbs, ZA

Minimum requirements: Matric Basic Accounting Skills Must be computer literate and experienced in MS Excel Be the designated go to administrator within a specified portfolio who keeps things moving...Show more

 • Promoted

Training Consultant: SanlamConnect: People & Culture: Academy: Bellville

Sanlam GroupBellville, ZA

This is a specialist role, responsible for research, design, development and delivery of training and workshops for Sales and Support staff of SanlamConnect.Supplementary to this role are duties su...Show more

 • Promoted

Wealth Administrator

CA Financial AppointmentsCentury City, ZA

Join a dynamic wealth management environment where you'll play a key role in delivering a seamless onboarding and servicing experience for high‑net‑worth clients.Why join this team? - Contribut...Show more

 • Promoted

Service Advisor – Clicks Bellville

Clicks GroupBellville, ZA

To ensure service excellence at the point of sale by ensuring fast and efficient customer service and point of sale (POS) operational activities.To efficiently direct and control all operational ac...Show more

 • Promoted

Recruitment Consultant (Bellville)

Status StaffingBellville, ZA

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Recruitment BASIC SALARY : Market related + Commission START DATE : A.P / Immediate REQUIRE...Show more

 • Promoted

Coordinator: Mhr Lvl2

MediclinicBellville, ZA

Closing date: 22/03/2026 .Ensure an effective staff placement service is provided to our clients.Compile month-end reports and address deviations.Assist in growing the business and engaging with cl...Show more

 • Promoted

Claims Team Leader | Tygervalley

PSG Konsult LtdBellville, ZA

Oversees and supports a claims team to ensure accurate, efficient, and compliant claim processing while driving performance and maintaining high customer service standards.Lead and support the hand...Show more

 • Promoted • New!

Insurance Consultant – JG 10

Santam InsuranceBellville, ZA

Insurance Consultants JG10 .The insurance consultant role is focused on providing an end-to-end service and support to intermediaries.What will make you successful in this role?.This role is focuse...Show more

 • Promoted

Portfolio Assistant

Helderberg Personnel CCBellville, ZA

Job Description Essentials: - Manage Daily Admin for both sections, Consumer Movement and Credit Control.Email triage, filing, reporting, data capturing and document management.Successful candidate...Show more