Wealth Assistant / Personal Assistant

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

POSITION INFO:
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.