Wealth Assistant

Network Finance; Wes-Kaap; On-site; ZAR 180,000 - 300,000; Part time

Job summary

Network Finance is seeking an organised Wealth Management Administrator to support Wealth Advisors and Planners with daily operational tasks, client onboarding, and the timely execution of investment instructions.

You will gather investment values, prepare documentation for service providers, manage advisor diaries and client meetings, and maintain accurate client records and interaction notes to ensure seamless service delivery.

Qualifications

• 2-3 years' experience within the investment or financial services industry.
• Previous financial services administration experience is essential.

Responsibilities

• Assist with the implementation of client investment and insurance instructions.
• Prepare and submit documentation to relevant service providers.
• Gather and maintain investment values, fund performance statistics, and client information.
• Manage advisor diaries and coordinate client meetings.
• Maintain accurate client records and interaction notes.

Skills

Investment industry experience

Financial services administration

Job description

Company and Job Description:

This role offers an opportunity to work closely with Wealth Advisors and Planners, providing critical administrative and operational support to ensure the seamless delivery of wealth management services to clients.

Key Responsibilities:

• Assist with the implementation of client investment and insurance instructions.


• Prepare and submit documentation to relevant service providers.


• Gather and maintain investment values, fund performance statistics, and client information.


• Manage advisor diaries and coordinate client meetings.


• Maintain accurate client records and interaction notes.

Job Experience and Skills Required:

• 2-3 years' experience within the investment or financial services industry.


• Previous financial services administration experience is essential.

For more exciting Finance vacancies, please visit: https://www.networkrecruitmentinternational.com/