Wealth Assistant - PE - Financial Services

Job Title: Wealth Assistant
Job Grade: B5
Location: Port Elizabeth
Division: Wealth Management
Employment Type: Permanent

Hire Resolve's Client is open to hiring a Wealth Assistant that is based in PE. They are to provide professional administrative and implementation support to a Wealth Planner and/or Wealth Manager. This includes assisting in client financial planning, reviews, investment instructions, and other related responsibilities as assigned.

Key Responsibilities

1. Client Servicing
   • Collate investment/fund values, performance statistics, and client information from Astute.
   • Prepare retirement planning, investment proposals, and client review packs.
   • Assist in drafting or reviewing client wills in consultation with the Wealth Planner/Manager.
   • Facilitate payments on behalf of clients through corporate saver accounts.
   • Monitor and allocate client payments to relevant investment companies.
   • Handle client queries and complaints in collaboration with the Wealth Planner/Manager.
   • Support clients in obtaining tax certificates and related documentation.
   • Apply Treating Customers Fairly (TCF) principles in all client interactions.
2. New Business Processing
   • Execute client instructions related to investments and insurance in consultation with the Wealth Manager, and submit required documentation to service providers.
   • Gather outstanding documentation and schedule medicals or other assessments needed to finalize proposals.
   • Confirm implementation of instructions with service providers.
   • Provide written confirmation to clients regarding the execution of their instructions.
   • Follow up on pending or incomplete client matters and keep the Wealth Planner informed.
   • Ensure accurate and timely completion of internal forms and fee documentation in line with company policies.
   • Compile detailed handover files for the Wealth Manager, ensuring all compliance tasks are completed.
3. General Administration
   • Ensure all client documentation complies with FICA and FAIS requirements.
   • Schedule meetings and manage the Wealth Planner’s diary.
   • Record all client interactions and update client records in accordance with internal policies.
   • Maintain both hard copy and digital client files in line with company procedures.
   • Bind official documents as needed.
   • Handle postage and courier logistics.
   • Provide relief support for Reception, Administrative Assistant, or Corporate Cash Manager roles.
   • Perform additional ad hoc administrative tasks as required.

Qualifications and Experience

Minimum Requirements:

• Matric (Grade 12)

Advantageous:

• Relevant tertiary qualification

Experience:

• Administrative experience in the financial services industry is essential

Key Competencies

Knowledge:

• Proficient in English and Afrikaans (spoken and written)
• Solid telephone etiquette
• Familiarity with financial products, service providers, and their platforms
• Computer literacy in Microsoft Word, Excel, and Outlook

Attributes:

• Professional, friendly, and presentable
• Reliable and service-oriented
• Strong work ethic and results-driven
• Detail-focused
• Energetic and enthusiastic
• Collaborative and team-oriented
• Proactive with strong initiative
• Clear and effective communicator
• Organised with good planning and time management skills
• Capable of multitasking and handling pressure

Contact Hire Resolve for your next career-changing move.

Salary: negotiable. Our client is offering a highly competitive salary for this role based on experience.

You can also visit the Hire Resolve website: [URL Removed] or email us your CV: [Email Address Removed].

Alternatively, you can also contact me [Email Address Removed]. When applying via email please use "Wealth Assistant" as the subject line.

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.