Wealth Portfolio Assistant

Recruiter:

Time Personnel

Job Ref:

CPT002129/Del

Date posted:

Friday, May 20, 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.

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