WEALTH ASSISTANT

Competent Candidates; Bellville; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Competent Candidates is seeking an organised Administrative Assistant to support Wealth Planners and Advisors in the administration and implementation of investment instructions.

You will handle new business processing, client servicing, documentation submissions, and maintain records, with a focus on accuracy and timely communication.

Qualifications

• Administrative experience in financial services is essential.
• 2-3 years' experience in the investment financial services industry.

Responsibilities

• 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.
• Scheduling meetings for Wealth Planner/Advisor and organising diary.
• Recording of client interactions and updating of client records upon completion of interaction.
• Maintaining client records and database according to company policies.
• Beneficiary Risk Rating and screenings.
• Assistance with Wealth Special Projects on an ad hoc basis.
• Proactively manage tasks and ensure that all instructions are attended to efficiently.

Education

Matric

Job description

To provide the required and relevant professional assistance to the Wealth Planner or Advisor in the administration and implementation of clients' financial reviews and investment instructions

• -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 Planner/Advisor and organising diary
• -Recording of client interactions and updating of client records upon completion of interaction
• -Maintaining client records and database according to company policies
• -Beneficiary Risk Rating and screenings
• -Assistance with Wealth Special Projects on an ad hoc basis
• -Proactively manage tasks and ensure that all instructions are attended to efficiently.

Job Evaluation Criteria

Formal Education

• -Matric

Experience:

• -Administrative experience in financial services is essential
• -2-3 years' experience in the investment financial services industry