Wealth Assistant / Personal Assistant

Talent Candey; Durban North; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Talent Candey is seeking an experienced Wealth Assistant / Personal Assistant to join a Durban North practice in the wealth management industry. The role requires a professional, polished and highly organised individual with strong PA experience and solid administrative capabilities.

You will manage diaries, coordinate meetings, liaise with clients and service providers, and handle confidential information with discretion while supporting day-to-day financial planning administration.

Qualifications

• Prior Personal Assistant experience essential.
• At least ~1 year exposure to financial planning / wealth management.
• Strong administrative and organisational skills.
• Excellent verbal and written communication.
• Professional, friendly and well-presented with strong interpersonal skills.
• Comfortable working in a client-facing environment.
• Ability to prioritise and manage multiple responsibilities.
• Discretion with confidential client information.

Responsibilities

• Provide comprehensive PA and administrative support within the Wealth Management practice.
• Assist with day-to-day financial planning administration.
• Manage diaries, appointments, meetings and scheduling.
• Liaise professionally with clients, financial planners and service providers.
• Assist with client queries and ensure appropriate follow-up.
• Prepare and maintain client documentation and records.
• Assist with applications, forms and supporting financial planning documentation.
• Maintain accurate filing and record-keeping systems.
• Coordinate correspondence, emails and telephone communication.
• Follow up on outstanding documentation and administrative requirements.
• Prepare documentation ahead of client meetings.
• Ensure client information is accurately maintained and treated confidentially.
• Provide general office and administrative support as required.

Skills

PA experience

Administrative skills

Client-facing

Verbal and written communication

Discretion with confidential info

Organisational skills

Job description

Wealth Assistant / Personal Assistant - Durban North - Wealth Management Industry

Our Wealth Management client is currently seeking an experienced Wealth Assistant / Personal Assistant to join their established practice based in Durban North.

Must reside locally

Ideal Candidate

The ideal candidate will be a professional, polished and highly organised individual with strong PA experience and at least 3 years of recent exposure to the financial planning or wealth management environment.

Extensive financial planning experience is not required. Someone with around one year of industry exposure and a good general understanding of financial planning could be a strong fit, provided they have excellent administrative capabilities, professionalism and the ability to learn quickly.

Remuneration: Market Related

• Monday to Thursday: 08:00 - 16:30
• Friday: 08:00 - 15:30

Requirements

• Previous Personal Assistant (PA) experience is essential.
• A minimum of approximately 1 year's exposure to the financial planning / wealth management industry would be sufficient.
• Candidates do not need extensive financial planning experience; however, they should have a general understanding of the industry and its processes.
• Strong administrative and organisational skills.
• Excellent verbal and written communication skills.
• Professional, friendly and well-spoken with strong interpersonal skills.
• Comfortable working in a client-facing environment.
• Strong attention to detail and accuracy.Ability to prioritise and manage multiple responsibilities.
• Smart and well-presented due to the client-facing nature of the position.
• Ability to handle confidential client and financial information with discretion.

Key Responsibilities

• Provide comprehensive PA and administrative support within the Wealth Management practice.
• Assist with day-to-day financial planning administration.
• Manage diaries, appointments, meetings and scheduling.
• Liaise professionally with clients, financial planners and service providers.
• Assist with client queries and ensure appropriate follow-up.
• Prepare and maintain client documentation and records.
• Assist with applications, forms and supporting financial planning documentation.
• Maintain accurate filing and record-keeping systems.
• Coordinate correspondence, emails and telephone communication.
• Follow up on outstanding documentation and administrative requirements.
• Prepare documentation ahead of client meetings.
• Ensure client information is accurately maintained and treated confidentially.
• Provide general office and administrative support as required.

Please take note: if you have not been contacted within 14 days, please consider your application unsuccessful.