WEALTH ASSISTANT/ADMINISTRATOR

Recruiter:

HR Genie

Job Ref:

1725F EW ASSIS

Date posted:

Monday, July 14, 2025

Location:

Gqeberha, South Africa

Salary:

Market related

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

POSITION INFO:

Our client is looking for a Afrikaans speaking Wealth Assistant. 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.

Similar jobs you might be interested in:

WEALTH ASSISTANT/ADMINISTRATOR
Location: Gqeberha
Salary: Market related
To provide the required and relevant professional assistance to the Wealth Planner.
5 days ago

HR Manager
Location: Kirkwood
Salary:
1 day ago

Management Accountant
Location: Portelizabeth
Salary: R480 000 negotianle
Management Accountant
4 days ago

Accountant
Location: Port Elizabeth
Salary: Monthly
Our client is looking for an experienced Accountant to join their team in Port Elizabeth.
5 days ago

Senior Broker (Precious Metals)
Location: Port Elizabeth
Salary: Monthly
Our client in the retail sector is looking for a Senior Broker for Precious Metals to join their team.
10 days ago

Personal Assistant / Administrator to Financial Advisor
Location: Port Elizabeth
Salary: Monthly
National organisation within the financial services industry (investments and life insurance) requires an experienced PA / Financial Administrator for a Financial Advisor. This position is based in Port Elizabeth.
12 days ago

IT Project Manager (Contract)
Location: Port Elizabeth
Salary: 1000 Annually
The Senior Project manager / Lead is responsible for managing assigned business and it projects of various sizes throughout the whole project lifecycle to meet project objectives and support the company in achieving its strategy, ensuring key stakeholders are kept informed throughout and that deadlines are met.
25 days ago

Senior IT Project Manager - Management Services - PE - Onsite - Contract
Location: Uitenhage
Salary: R600 - 650 per hour
Senior it Project manager - Management Services - PE - Onsite - Contract
26 days ago

Debtors Manager
Location: Port Elizabeth
Salary:
28 days ago

Junior IT Project Manager
Location: Port Elizabeth
Salary: Market related
You will be responsible for the end-to-end planning and execution of software installations, etc.
29 days ago