Wealth Assistant (financial services industry)

On Line Personnel; Gqeberha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company is seeking a Wealth Assistant in Gqeberha. The role involves client servicing, processing new business, and general administration. Candidates should have strong administrative experience and excellent communication skills in English and Afrikaans. A professional appearance and attention to detail are crucial for success in this position.

Qualifications

• Administrative experience in the financial services industry is essential.
• Excellent command of English and Afrikaans required.

Responsibilities

• Servicing clients and preparing retirement planning and investment proposals.
• Implementing clients’ instructions regarding investments and insurance policies.
• Ensuring compliance with FICA and FAIS legislation.

Skills

English

Afrikaans

Attention to detail

Telephone etiquette

Education

Matric

Appropriate tertiary qualification(s)

Tools

MS Office

Job description

Job Position: Wealth Assistant (financial services industry)

Ref: 5025

Location: PE/Gqeberha

Salary: R19 000 to R24 000 per month, commensurate with qualification and experience

Email your CV to [e-mail]

Qualifications / Requirements:

• Matric
• Appropriate tertiary qualification(s) highly advantageous
• Administrative experience in the financial services industry is essential
• Excellent command of English and Afrikaans (reading and writing)
• Excellent telephone etiquette
• Knowledge of financial products, service providers, and their website functionalities
• Proficiency in MS Office (Word, Excel, Outlook)
• Professional appearance and strong work ethic
• Attention to detail and ability to work under pressure

Key Performance Areas:

1. Servicing clients:
   • Understand investment/fund values, performance statistics, and client information
   • Prepare retirement planning, investment proposals, and review documentation
   • Assist with drafting clients’ Wills in collaboration with the Wealth Planner/Manager
   • Make payments on behalf of clients via the corporate saver account
   • Track and forward payments to investment companies
   • Handle client complaints and inquiries with the Wealth Planner/Manager
   • Assist clients with obtaining tax certificates, etc., as needed
2. Processing new business:
   • Implement clients’ instructions regarding investments and insurance policies, in consultation with the Wealth Manager, and submit documentation to service providers
   • Gather outstanding documentation and arrange medicals to finalize proposals
   • Confirm implementation of client instructions with service providers
   • Communicate instructions to clients in writing
   • Follow up on incomplete or pending client transactions and coordinate with the Wealth Planner
   • Complete and submit Fee Forms and internal documentation accurately and promptly
   • Prepare comprehensive handover files for the Wealth Manager, ensuring all compliance tasks are completed
3. General administration:
   • Ensure client documentation complies with FICA and FAIS legislation
   • Schedule meetings and organize diaries for the Wealth Planner
   • Record all client interactions and update client records accordingly
   • Maintain client records and database, both physically and electronically
   • Handle binding of company documents and postage/courier duties
   • Provide relief duties for Administrative Assistant/Reception/Corporate Cash Manager
   • Perform ad hoc duties as required