WEALTH ASSISTANT / ADMINISTRATOR

HR Options; Gqeberha; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading company in the financial services sector is seeking an Afrikaans-speaking Wealth Assistant. This role requires excellent client service and administrative skills, along with proficiency in Afrikaans and English. The successful candidate will assist clients with investment documentation, retirement planning, and more, ensuring compliance with regulatory standards.

Qualifications

• Matric is essential; tertiary qualifications advantageous.
• Experience in financial services industry required.
• Excellent knowledge of Afrikaans and English.

Responsibilities

• Servicing clients and managing documentation for investments.
• Preparing retirement planning and investment proposals.
• Handling client inquiries and ensuring compliance with regulations.

Skills

Client servicing

Administrative skills

Communication

Problem solving

Client relationship management

Education

Matric

Tertiary qualifications

Job description

Our client is looking for an Afrikaans speaking Wealth Assistant. The ideal candidate will have:

• Formal Education: Matric, with appropriate tertiary qualifications being advantageous.

• Experience: Appropriate administrative experience in the financial services industry is essential.

• Critical Competencies: Excellent knowledge of English (read, write) and Afrikaans (read, write, speak).

The successful candidate will be responsible for:

• Servicing clients by assimilating investment/fund values, performance statistics, and client information.
• Preparing retirement planning, investment proposals, and review documentation.
• Assisting with wills and other client documentation in consultation with the Wealth Planner/Manager.
• Making payments on behalf of clients and tracking these payments.
• Handling client complaints and inquiries.
• Obtaining tax certificates and other documentation as required.
• Ensuring all interactions comply with TCF principles.
• Processing new business and implementing client instructions in investment and insurance matters.
• Obtaining and verifying documentation, including arranging medicals if necessary.
• Communicating with clients about the status of their instructions.
• Following up on incomplete business and ensuring timely completion of documentation and fee forms.
• Preparing comprehensive handover files for the Wealth Manager.
• Ensuring client documentation complies with FICA & FAIS legislation.
• Scheduling meetings, maintaining client records, and managing administrative duties.
• Providing relief duties as required and performing ad hoc tasks.