Key performance areas: Documentation Processing – Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes in income by due date etc. – Coordinate and produce annual reviews incl. reports etc. – Emails, practice management system and follow ups of any instructions incl. obtaining proof and checking correctness. Personal Effectiveness – Accountable for service delivery and take ownership through own efforts of all aspects of the job. – Individually accountable for managing own time, tasks and output quality (accuracy is of utmost importance). – Collaborates and networks effectively with others to achieve results. Quality Assurance – Performs quality checks on own work, adheres to service and quality standards & to all compliance requirements. – Passionate and committed to service excellence and embrace a culture of exceptional performance. Relationship Building – Build strong partnerships with staff from various suppliers. – Ensure that all issues are proactively and smoothly resolved, keeping Wealth Manager always informed whilst strictly operating within the non-advice mandate as required by legislation. Knowledge and Skills IT / Systems: – Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.). – Elite Wealth practice management system. – Adequate typing speed. Competencies – Detail- and task orientation & Effective multi-tasking. – Proactive problem-solving ability, planning and organizing. – Sound communication skills (written, email and phone). – Building efficient relationships to accomplish objectives of role. – Information Monitoring, Initiating Action &Ownership.

Requirements:

– Grade 12 or equivalent – Afrikaans client base so high competency level in business Afrikaans. – Previous exposure to dealing with and assisting clients in terms of a financial planning (wealth) book of business. – Own transport and a valid drivers license. – Fully bilingual Afrikaans and English (read, write & speak).

2Nd Assistant To Wealth Manager / Financial Planner position available in Tshwane, Centurion. This job position was posted by . The job has been posted on 2025-01-07 in the Accounting Finance category