Wealth Portfolio Assistant

Recruiter:

Time Personnel

Job Ref:

CPT002129/LH

Date posted:

Thursday, May 19, 2022

Location:

Capetown, South Africa

SUMMARY:
Do you have experience as the right hand supporting a Financial Wealth Manager executing all administrative duties for their portfolio of clients?

We require you strong organisational, administration and communication skills in order to be one step ahead at all times working as a highly efficient right hand to the Wealth Manager.

JOB DESCRIPTION:

REQUIREMENTS:

Matric, Tertiary education advantageous
Own vehicle
Proficient in Word and Excel
Confidentiality, honesty and integrity is of upmost importance
Take responsibility of all aspects of the required duties
Effective communication skills
Financial acumen - figure literate
High attention to detail and accuracy
Ability to work under pressure and meet deadlines
Self-starter with initiative to work alone and willingness to learn
FAIS and FICA experience will be highly advantageous

DUTIES:

Reporting to a Wealth Manager and responsible for managing their diary, booking appointments, meetings, presentations and similar business activities
Prepare, co-ordinate and save documents required in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS) - financial needs analysis, risk questionnaires, records of advice etc.
Maintain and update records on the CRM system
Co-ordinate documentation required in terms of the Financial Intelligence Centre Act
Maintain a record of tasks to enable an audit trail of all documentation
Liaise with clients and institutions on various transactions relating to the management of a client’s portfolio
Place and follow up on all transactions to ensure correctness and completion
Reply to queries and respond to client requests
Collate tax certificates and prepare offshore capital gains tax certificates
Attend meetings and training when required

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Insurance PA - half day role
Location: Cape Town
Salary: Monthly
Leading organisation within the "investments / insurance and financial services industry" requires a half day Personal assistant for the Belville branch in Cape Town. Individuals who apply must be living within a 20 km radius and must have administration experience within the insurance industry.
3 days ago

Financial Planning Partner Assistant (Half Day)
Location: Cape Town
Salary: Monthly
Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner assistant (Half Day) based in Bellville.A wonderful career opportunity awaits you.
6 days ago

Paraplanner
Location: Cape Town
Salary: Monthly
Our client in the Financial industry is currently looking to employ Paraplanner | Senior assistant to Financial Advisors based in Bellville (Cape Town).Suitably qualified person with previous experience providing technical and administrative financial planning support to Advisers and senior management at established IFA.A wonderful career opportunity awaits you.
17 days ago

Actuarial Analyst
Location: Cape Town
Salary:
Unlock the Future: Join A leading Insurer as an Actuarial Analyst and Shape Tomorrow's Financial Landscape!
21 days ago

Wealth Portfolio Assistant

Similar jobs you might be interested in:

Create a free job alert for Wealth Portfolio Assistant in Capetown

Jobseekers

Recruiter

General