WEALTH ASSISTANT

Recruiter:

HR Genie

Job Ref:

1725 EW ASSIS

Date posted:

Wednesday, March 19, 2025

Location:

Gqeberha, South Africa

Salary:

Market related

SUMMARY:
To provide the required and relevant professional assistance to the Wealth Planner.

POSITION INFO:

Your:

Formal Education
- Matric
- Appropriate Tertiary qualifications would be advantageous
Experience
- Appropriate Administrative experience in the financial services industry is essential
Critical Competencies
- Excellent knowledge of English (read, write)
- Excellent knowledge of Afrikaans (read, write, speak)

will enable you to fullfill the following duties:

Servicing of clients
- Assimilate investment/fund values, investment performance statistics and Astute information of clients;
- Compiling and preparation of retirement planning, investment proposals and client review documentation;
- Assist with new/review clients’ wills in consultation with the Wealth Planner/Manager;
- Make payments on behalf of clients through the corporate saver account;
- Track payments into the corporate saver account and forward payments to investment companies;
- Attend to client complaints and enquiries in consultation with Wealth Planner/Manager;
- Assist clients in obtaining tax certificates, etc. if/when required;
- Ensure that the principles of TCF are applied in all interaction with clients.
Processing new business
- Implementation of clients’ instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Manager and submission of relevant documentation to appropriate service providers;
- Obtain outstanding documentation and requirements and arrange for medicals etc. to finalise proposals;
- Obtain confirmation from service providers regarding implementation of client instructions;
- Written communication/confirmation to clients regarding instruction implementation;
- Follow up on outstanding/incomplete client business and consult with/remind the Wealth Planner;
- Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy;
- Prepare an extensive handover file for the Wealth Manager, ensuring inter alia that all compliance tasks have been completed.
General Administration
- Ensure that client documentation is in compliance with FICA & FAIS legislation;
- Scheduling meetings for Wealth Planner and organising diary;
- Recording of all client interaction and updating of client records upon completion of every interaction in terms of company policies;
- Maintain client records and database, both hard copies and electronically according to company policies;
- Binding of company documents;
- Arrange for postage/courier duties;
- Relief duties for Administrative Assistant/Reception/Corporate Cash Manager;
- Ad hoc duties that include the above but are not limited to it.

WEALTH ASSISTANT

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