Wealth Manager Assistant (Somerset West)

PSS Recruitment; Cape Town; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading firm in the Helderberg region is seeking a Financial Advisor/Investment Assistant. The ideal candidate will possess 3-5 years of relevant experience, providing top-notch administrative support. Responsibilities include managing client interactions, investment administration, and ensuring compliance in financial services. This role offers a dynamic work environment focused on client satisfaction and collaboration.

Qualifications

• 3-5 years experience in a similar role.
• Trust administration and investment knowledge required.
• Intermediate computer literacy with MS Office and Excel.

Responsibilities

• Provide administrative support for investment and financial advisors.
• Handle documentation for client onboarding and investment instructions.
• Manage client queries and maintain record keeping.

Skills

Attention to detail

Organizational skills

Problem solving

Education

Matric with maths or accounting

Bookkeeping diploma

Tools

MS Office

Excel

Job description

Financial Advisor/Investment Assistant- Helderberg region

Helderberg based candidate sought for excellent opportunity with highly reputable investment firm! Must have investment and some trust administration experience.

About the job:
This new vacancy has been created within one of our client's Financial Planning teams. The key purpose of the role is to provide excellent client services through effective communication (verbal, written and in-person client interactions) This is achieved by proving client centric administrative support to the Financial / Investment Advisors within the team, and includes handling of follow-up correspondence with clients, beneficiaries and third party providers. Role is ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years experience in this area.

Key responsibilities include:

• Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemptions and switches, and share dealing. Ensure necessary authority obtained, preparation and capturing of same on internal systems
• Daily/ monthly EFT payments to and on behalf of clients, including all verifications preparation and capturing of same on internal systems
  Preparation of client packs , and onboarding of new clients, and responsible for all client take on documentation, and loading on internal systems
• Quarterly invoices for ad hoc fees
• Preparation of trust administration requirements, and all payments relating thereto
• Client liaison: timeous response to, and resolution of all queries
• Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as per applicable financial services legislation, ensuring that all investment and payment instructions are compliant.
• Liaison with internal investment administration and support departments
• Collation of all client monthly and quarterly reporting as well as tax documentation per client
• Co-ordinate and plan client events, including all logistics, invitations and venue and client co-ordination
• General secretarial support: typing, filing, faxing etc. of client correspondence, diary and event management.

Key requirements for applicants:

• Previous experience in similar function a requirement, with proven track record (3-5 yrs)
• Previous unit trust knowledge, investment/ life/ offshore experience preferred
• Trust administration experience a requirement
• Matric a requirement, with maths or accounting at matric level; bookkeeping diploma an advantage
• Computer literacy (intermediate): MS Office suite and excel at an intermediate level; Typing speed: 50+ wpm
• Ability to work independently, attention to detail and excellent organisational skills, including problem solving and initiative

Please note: only shortlisted candidates will be considered.

Desired Skills:

• relevant work experience preferred