Wealth Adviser Assistant: Client Care & Admin Pro

The Recruitment Council; Gauteng; On-site; USD 1 000 - 3 000; Full time

Job summary

Join a prestigious financial services firm as a Wealth Adviser Assistant and embark on a rewarding career. In this dynamic role, you will support experienced professionals in managing client relationships and ensuring smooth office operations. Your responsibilities will include client reviews, data capturing, and maintaining compliance, all while building strong working relationships. This is an excellent opportunity for a detail-oriented individual looking to make a significant impact in the financial industry, working alongside a team dedicated to shaping clients' financial futures. If you are eager to learn and grow in a supportive environment, this position is perfect for you.

Qualifications

• Completed BCom Degree, preferably with a major in Information Systems or Economics.
• 0-2 years experience in financial services, paraplanning experience is advantageous.

Responsibilities

• Manage office administration and client interactions effectively.
• Prepare client reviews and proposals, ensuring compliance with deadlines.
• Maintain CRM system and manage policy renewals.

Skills

Customer Service

Communication skills

Problem solving

Attention to detail

Team player

Technical skills

Education

BCom Degree (Information Systems, Analytics, Investment Planning/Risk Management)

BCom (Economics)

Tools

MS Office

Excel

PowerPoint

Job description

Join a prestigious financial services firm as a Wealth Adviser Assistant and embark on a rewarding career. In this dynamic role, you will support experienced professionals in managing client relationships and ensuring smooth office operations. Your responsibilities will include client reviews, data capturing, and maintaining compliance, all while building strong working relationships. This is an excellent opportunity for a detail-oriented individual looking to make a significant impact in the financial industry, working alongside a team dedicated to shaping clients' financial futures. If you are eager to learn and grow in a supportive environment, this position is perfect for you.