WEALTH ASSISTANT

Recruiter:

HR Genie

Job Ref:

F0426 EW ASS

Date posted:

Thursday, March 26, 2026

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
Assistance to the Advisor in the administration of clients' financial reviews and investments.

POSITION INFO:

An established company with a national footprint within the financial sector is seeking to hire a Wealth Assistant to join their team Iin Bellville

Formal Education:

Matric

Experience:

Administrative/secretarial experience is essential;
2-3 years’ experience in the investment financial services industry.

Knowledge:

Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook);
Proficient in Afrikaans and English (read, write, speak);
Competent on service providers "website functionalities".

Processing new business for new and existing clients:

Implementation of clients’ instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providers
Obtain confirmation from service providers regarding implementation of instructions above;
Written communication/confirmation to clients’ regarding investment instruction implementation.

Servicing of existing clients:

Assimilate investment/fund values, investment performance statistics and Astute information of clients;
Compiling, binding and preparation of proposals and client review documentation;
Make payments on behalf of clients through the corporate saver account.

General Administration:

Scheduling meetings for Wealth Manager/Advisor and organizing diary;
Recording of client interaction and updating of client records upon completion of interaction;
Assist with preparation of client annual review;
Maintain client record and database according to company policies;
Beneficiary Risk Rating and screenings;
Assistance with Wealth Special Projects on ad-hoc basis;
Proactively managing tasks and ensure that all instructions are attended to in an efficient way.

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