WEALTH ASSISTANT/ADMINISTRATOR at Competent Candidates

Competent Candidates (PTY) LTD; Gqeberha; Hybrid; ZAR 25 000 - 45 000; Full time

Job summary

An established industry player is in search of a dedicated Wealth Assistant who is fluent in Afrikaans and English. This role involves providing exceptional client service, assisting with investment proposals, and ensuring compliance with financial regulations. The ideal candidate will possess strong administrative skills and relevant experience in the financial services sector. Join a dynamic team where your contributions will directly impact client satisfaction and financial success. If you are passionate about helping clients navigate their financial journeys, this opportunity is perfect for you.

Qualifications

• Relevant administrative experience in financial services.
• Excellent command of Afrikaans and English.

Responsibilities

• Assist clients with investment proposals and retirement planning.
• Handle client inquiries and ensure compliance with regulations.
• Maintain client records and perform general administrative duties.

Skills

Afrikaans proficiency

English proficiency

Administrative skills

Client servicing

Education

Matric

Tertiary qualifications

Job description

Our client is seeking an Afrikaans-speaking Wealth Assistant.

The ideal candidate will have:

• Formal Education
  • Matric
  • Appropriate Tertiary qualifications (advantageous)
• Experience
  • Relevant administrative experience in the financial services industry
• Critical Competencies
  • Excellent command of English (reading and writing)
  • Excellent command of Afrikaans (reading, writing, speaking)

This will enable you to fulfill the following duties:

• Servicing Clients
  • 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
  • Handle client complaints and inquiries
  • Assist clients with obtaining tax certificates and other documentation
  • Ensure all interactions comply with TCF principles
• Processing New Business
  • Implement client instructions regarding investments and insurance
  • Gather documentation, arrange medicals, and confirm implementation
  • Communicate with clients and service providers
  • Complete and submit necessary forms and documentation
  • Prepare handover files for the Wealth Manager
• General Administration
  • Ensure compliance with FICA & FAIS legislation
  • Schedule meetings and organize diaries
  • Record and update client interactions and documentation
  • Maintain client records and handle administrative duties
  • Perform relief duties as needed

Desired Skills: Wealth, Assistant, Administration