About the Company:
Our client is a well-established wealth management practice that provides comprehensive financial planning and wealth management solutions to individuals and businesses. They are seeking a highly organized and detail-oriented Wealth Assistant to provide administrative and client support to Wealth Specialists while ensuring compliance with financial industry regulations and maintaining exceptional client service standards
Minimum Requirements
Grade 12 (Matric) - essential.
3+ years' administrative experience within the financial services, wealth management, investment, insurance, or related industry.
Strong understanding of financial services administration and industry processes.
Working knowledge of FICA and FAIS requirements.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
Excellent verbal and written communication skills.
Strong organizational and time-management skills.
Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
High level of professionalism, discretion, and confidentiality.
Ability to work independently while contributing positively within a team environment.
Relevant financial services qualification or industry certification - would be beneficial
Experience supporting Financial Advisors, Wealth Managers, or Investment Specialists. - would be beneficial
Key Responsibilities
Wealth Administration & Client Support
Provide day-to-day administrative support to Wealth Specialists and clients.
Prepare, edit, and distribute client correspondence and documentation.
Ensure all client documentation is accurately maintained and compliant with FICA and FAIS legislation.
Capture and maintain accurate client records and interaction notes on internal systems.
Assist with onboarding new clients and maintaining client files.
Liaise with clients, service providers, and product providers regarding administrative requirements.
Attend to client enquiries, complaints, and requests professionally and efficiently.
Draft written confirmations and communications to clients and service providers.
Client Relationship Management
Serve as a primary point of contact for client communication and support.
Coordinate client meetings, including preparation of meeting packs, documentation, and follow-up actions.
Maintain a high standard of client service and ensure all interactions are handled professionally.
Manage incoming calls, messages, and correspondence promptly and accurately.
Build and maintain positive relationships with clients and stakeholders.
Compliance & Record Management
Ensure accurate record keeping and document management.
Maintain confidentiality when handling sensitive client information.
Ensure adherence to all internal procedures and regulatory requirements.
Assist with compliance-related administration and audits when required.
Office & Team Support
Support the smooth day-to-day functioning of the office.
Assist with office administration, supplies, and coordination of service providers.
Work collaboratively with colleagues to ensure operational efficiency.
Prioritize and manage multiple administrative workflows simultaneously.
Assist with special projects and ad hoc administrative duties as required.