Wealth Assistent
- Location
- Western Cape
- Minimum qualification
- Matric / Grade 12
- Closing date
First listed . Last checked at source .
At a glance
- At least 2 years of experience.
- Microsoft Excel
- Microsoft Office
- Afrikaans
Extracted automatically from the advert; confirm requirements on the original listing.
Job description
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.
? Interested candidates are encouraged to apply with their updated CV.
For Finance Roles:
For more exciting Actuarial & Analytics vacancies, please visit:
Network Recruitment International
I also specialise in recruiting:
* Actuarial (Life, Short-Term, Pensions, Health, Quant)
* Data Science & Advanced Analytics
* Pricing & Product Modelling
* Market, Credit & Quantitative Risk
* Machine Learning & AI Specialists
*If you have not received a response within two weeks, please consider your application unsuccessful. Your profile will remain on our database for future opportunities.*
For more information, contact:
Kholo Mongalo
Recruitment Researcher – Actuarial & Analytics
Connect with me on LinkedIn:
Kholo Mongalo on LinkedIn
Network Finance
Recruiter
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