WEALTH ASSISTANT

Recruiter:

HR Genie

Job Ref:

F7425 EW ASS

Date posted:

Wednesday, December 3, 2025

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
assistance to the Advisor in administration of clients financial review's 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

The successful candidate will be providing the required and relevant professional assistance to the Advisor in the administration and implementation of clients’ financial reviews and investment instructions.

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 investmentinstruction 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.

Evaluation Criteria required:

Formal Education: Matric
Experience:
Administrative/secretarial experience is essential
2-3 years’ experience in the investment financial services industry

Core requirements are:

Knowledge in:

Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook)
Proficient in Afrikaans and English (read, write, speak)
Competent on service providers’
website functionalities’
Service provider products

Personal Attributes

Initiative and proactive Time management Enthusiasm and drive Persuasive communication Results driven
Service delivery Team player
Ability to work under pressure Attention to detail
Ability to multitask and prioritise

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