Wealth Assistant / Personal Assistant

Our Wealth Management client is currently seeking an experienced Wealth Assistant / Personal Assistant to join their established practice based in Durban North.

Must reside locally

Ideal Candidate

The ideal candidate will be a professional, polished and highly organised individual with strong PA experience and at least 3 years of recent exposure to the financial planning or wealth management environment.

Extensive financial planning experience is not required. Someone with around one year of industry exposure and a good general understanding of financial planning could be a strong fit, provided they have excellent administrative capabilities, professionalism and the ability to learn quickly.

Remuneration

Remuneration: Market Related

• Monday to Thursday: 08:00 16:30
• Friday: 08:00 15:30

Requirements

• Previous Personal Assistant (PA) experience is essential.
• A minimum of approximately 1 years exposure to the financial planning / wealth management industry would be sufficient.
• Candidates do not need extensive financial planning experience; however, they should have a general understanding of the industry and its processes.
• Strong administrative and organisational skills.
• Excellent verbal and written communication skills.
• Professional, friendly and well-spoken with strong interpersonal skills.
• Comfortable working in a client-facing environment.
• Strong attention to detail and accuracy.
• Ability to prioritise and manage multiple responsibilities.
• Smart and well-presented due to the client-facing nature of the position.
• Ability to handle confidential client and financial information with discretion.

Key Responsibilities

• Provide comprehensive PA and administrative support within the Wealth Management practice.
• Assist with day-to-day financial planning administration.
• Manage diaries, appointments, meetings and scheduling.
• Liaise professionally with clients, financial planners and service providers.
• Assist with client queries and ensure appropriate follow-up.
• Prepare and maintain client documentation and records.
• Assist with applications, forms and supporting financial planning documentation.
• Maintain accurate filing and record-keeping systems.
• Coordinate correspondence, emails and telephone communication.
• Follow up on outstanding documentation and administrative requirements.
• Prepare documentation ahead of client meetings.
• Ensure client information is accurately maintained and treated confidentially.
• Provide general office and administrative support as required.

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