About the position
Job Title: Wealth Assistant
Job Grade: B5
Location: Port Elizabeth
Division: Wealth Management
Employment Type: Permanent
Hire Resolve's Client is open to hiring a Wealth Assistant that is based in PE. They are to provide professional administrative and implementation support to a Wealth Planner and/or Wealth Manager. This includes assisting in client financial planning, reviews, investment instructions, and other related responsibilities as assigned.
Key Responsibilities1. Client Servicing
- Collate investment/fund values, performance statistics, and client information from Astute.
- Prepare retirement planning, investment proposals, and client review packs.
- Assist in drafting or reviewing client wills in consultation with the Wealth Planner/Manager.
- Facilitate payments on behalf of clients through corporate saver accounts.
- Monitor and allocate client payments to relevant investment companies.
- Handle client queries and complaints in collaboration with the Wealth Planner/Manager.
- Support clients in obtaining tax certificates and related documentation.
- Apply Treating Customers Fairly (TCF) principles in all client interactions.
2. New Business Processing- Execute client instructions related to investments and insurance in consultation with the Wealth Manager, and submit required documentation to service providers.
- Gather outstanding documentation and schedule medicals or other assessments needed to finalize proposals.
- Confirm implementation of instructions with service providers.
- Provide written confirmation to clients regarding the execution of their instructions.
- Follow up on pending or incomplete client matters and keep the Wealth Planner informed.
- Ensure accurate and timely completion of internal forms and fee documentation in line with company policies.
- Compile detailed handover files for the Wealth Manager, ensuring all compliance tasks are completed.
3. General Administration- Ensure all client documentation complies with FICA and FAIS requirements.
- Schedule meetings and manage the Wealth Planner’s diary.
- Record all client interactions and update client records in accordance with internal policies.
- Maintain both hard copy and digital client files in line with company procedures.
- Bind official documents as needed.
- Handle postage and courier logistics.
- Provide relief support for Reception, Administrative Assistant, or Corporate Cash Manager roles.
- Perform additional ad hoc administrative tasks as required.
Qualifications and ExperienceMinimum Requirements:
Advantageous:
- Relevant tertiary qualification
Experience:
- Administrative experience in the financial services industry is essential
Key CompetenciesKnowledge:
- Proficient in English and Afrikaans (spoken and written)
- Solid telephone etiquette
- Familiarity with financial products, service providers, and their platforms
- Computer literacy in Microsoft Word, Excel, and Outlook
Attributes:
- Professional, friendly, and presentable
- Reliable and service-oriented
- Strong work ethic and results-driven
- Detail-focused
- Energetic and enthusiastic
- Collaborative and team-oriented
- Proactive with strong initiative
- Clear and effective communicator
- Organised with good planning and time management skills
- Capable of multitasking and handling pressure
Contact Hire Resolve for your next career-changing move.
- Salary: negotiable.
- Our client is offering a highly competitive salary for this role based on experience.
- You can also visit the Hire Resolve website: [URL Removed] or email us your CV: [Email Address Removed].com
- Alternatively, you can also contact me [Email Address Removed][Email Address Removed]
- When applying via email please use "Wealth Assistant" as the subject line
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.
Desired Skills:
- Wealth Assistant - PE - Financial Services
- Wealth Assistant - PE - Financial Services
- Wealth Assistant - PE - Financial Services
