Wealth Assistent

SUMMARY:

Are you detail-oriented, client-focused, and passionate about the financial services industry? We are seeking a proactive Wealth Assistant to support a Wealth Planner/Advisor with the administration and implementation of client financial reviews, investment instructions, and ongoing client servicing.

POSITION INFO:
This is an excellent opportunity for someone with experience in investment administration who enjoys working in a fast-paced, professional environment.

Key Responsibilities:

New Business Processing

• Implement client instructions relating to investments, insurance policies, and other financial products
• Submit relevant documentation to service providers
• Obtain implementation confirmations from service providers
• Communicate investment instruction updates and confirmations to clients

Client Servicing

• Gather and analyse investment and fund information
• Compile and prepare client review documentation and proposals
• Assist with processing payments on behalf of clients
• Maintain high levels of client service and relationship management

Administration & Support

• Manage diaries and schedule meetings for the Wealth Planner/Advisor
• Record client interactions and update client records
• Maintain accurate client databases and documentation
• Conduct beneficiary risk ratings and screenings
• Provide support on special projects where required
• Ensure all client instructions are handled efficiently and timeously

Minimum Requirements

• Matric
• 2-3 years' experience within the investment or financial services industry
• Previous administrative experience within financial services is essential
• Strong proficiency in Microsoft Office (Word, Excel, PowerPoint and Outlook)
• Excellent communication skills in English and Afrikaans
• Familiarity with financial services products and service provider platforms

Key Competencies

• Strong attention to detail
• Excellent organisational and time management skills
• Ability to multitask and prioritise workloads
• Proactive and self-motivated approach
• Results-driven mindset
• Strong client service orientation
• Team player with excellent interpersonal skills
• Ability to perform under pressure
• Strong communication and administrative abilities

Why Apply?

This role offers the opportunity to work closely with experienced financial professionals while gaining valuable exposure to wealth management, investments, and client relationship support within a highly professional environment.

ð© Interested candidates are encouraged to apply with their updated CV.
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