Wealth Assistant

To provide the required and relevant professional assistance to the Wealth

Planner or Advisor in the administration and implementation of clients’ financial

reviews and investment instructions.

Duties

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 investment

instruction implementation

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

Scheduling meetings for Wealth Planner/Advisor and organising diary

• Recording of client interactions and updating of client records upon

completion of interaction

• Maintaining client records and database according to company policies

• Beneficiary Risk Rating and screenings

• Assistance with Wealth Special Projects on an ad hoc basis

• Proactively manage tasks and ensure that all instructions are attended to

efficiently.

Experience

Administrative experience in financial services is essential

• 2-3 years’ experience in the investment financial services industry

Knowledge

Proficient in Microsoft Office (Word,

Excel, PowerPoint, Outlook)

Proficient in Afrikaans and English

(read, write, speak)

Competent in service providers’ website

functionalities’

Service provider products