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WEALTH ASSISTANT
(F0426 EW ASS)
Overview
Reference
F0426 EW ASS
Salary
ZAR/month
Job Location
- South Africa -- City of Cape Town -- Bellville
Job Type
Permanent
Posted
02 March 2026
Closing date
20 Mar 2026 15:45
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:
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.
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