Overview
WEALTH ASSISTANT Jobs in Bellville, Western Cape, South Africa at ExecutivePlacements.com
Title: WEALTH ASSISTANT
Company: ExecutivePlacements.com
Location: Bellville, Western Cape, South Africa
Recruiter:
HR Genie
Job Ref:
F0426 EW ASS
Date posted:
Thursday, April 9, 2026
Location:
Bellville, South Africa
Salary:
Market related
SUMMARY:
Assistance to the Advisor in the administration of clients' financial reviews 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
Formal Education:
- Matric
Experience:
- Administrative/secretarial experience is essential;
- 2-3 years’ experience in the investment financial services industry.
Knowledge:
- Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook);
- Proficient in Afrikaans and English (read, write, speak);
- Competent on service providers "website functionalities".
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 investment instruction 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.