Wealth Assistant - PE - Financial Services

Description:

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 Responsibilities

1. 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 Experience

Minimum Requirements:

• Matric (Grade 12)

Advantageous:

• Relevant tertiary qualification

Experience:

• Administrative experience in the financial services industry is essential

Key Competencies

Knowledge:

• 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: hireresolve.us or email us your CV: financialcareers@hireresolve.za.com
• Alternatively, you can also contact me directly at kay-leen.dupreez@hireresolve.us
• 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.

Requirements:

• 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.

• 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.

• 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.

• Matric (Grade 12)

• Relevant tertiary qualification

• Administrative experience in the financial services industry is essential

• 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

• 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

• Salary: negotiable.
• Our client is offering a highly competitive salary for this role based on experience.
  
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: financialcareers@hireresolve.za.com
• Alternatively, you can also contact me directly at kay-leen.dupreez@hireresolve.us
• When applying via email please use "Wealth Assistant" as the subject line