WEALTH ASSISTANT/ADMINISTRATOR at Competent Candidates

Competent Candidates (PTY) LTD; Gqeberha; Hybrid; ZAR 250,000 - 450,000; Full time

Job summary

A leading company in financial services is seeking an Afrikaans Speaking Wealth Assistant to provide exceptional client servicing and administrative support. The ideal candidate should have a strong background in financial administration and excellent language skills in English and Afrikaans. This role involves assisting clients with investment management, compliance, and general administrative tasks, making it perfect for an organized and client-focused individual.

Qualifications

• Matric required; tertiary qualifications advantageous.
• Relevant administrative experience in financial services is essential.
• Excellent English and Afrikaans skills required.

Responsibilities

• Client servicing, including investment proposals and addressing inquiries.
• Processing new business and ensuring compliance with regulations.
• General administration tasks such as organizing diaries and scheduling meetings.

Skills

Wealth Management

Administrative Assistance

Organizational Skills

Education

Matric

Appropriate Tertiary qualifications

Job description

Job Title: Afrikaans Speaking Wealth Assistant

Our client is seeking an Afrikaans speaking Wealth Assistant. The ideal candidate should meet the following requirements:

Education:

• Matric
• Appropriate Tertiary qualifications would be advantageous

Experience:

• Relevant administrative experience in the financial services industry is essential

Critical Competencies:

• Excellent reading and writing skills in English
• Excellent reading, writing, and speaking skills in Afrikaans

Key Responsibilities:

1. Client Servicing:
   • Assimilate investment/fund values, performance statistics, and client information
   • Prepare retirement planning, investment proposals, and review documentation
   • Assist with wills in consultation with the Wealth Planner/Manager
   • Make and track payments on behalf of clients
   • Address client complaints and inquiries
   • Assist with obtaining tax certificates and other documentation
   • Ensure compliance with TCF principles
2. Processing New Business:
   • Implement client instructions regarding investments and insurance
   • Coordinate with service providers and obtain necessary documentation
   • Communicate with clients about the status of their instructions
   • Complete and submit required forms and documentation
3. General Administration:
   • Ensure documentation compliance with FICA & FAIS
   • Schedule meetings and organize diaries
   • Record and update client interactions and records
   • Handle administrative duties such as postage, courier, and document binding
   • Provide relief duties as needed

Desired Skills:

• Wealth Management
• Administrative Assistance
• Organizational Skills

This job is currently active and accepting applications.