Menu Close

Bellville: WEALTH ASSISTANT

Advertisement



Job Description

About the Role

We are seeking a highly organized and detail-oriented Wealth Assistant to join our team in Bellville, South Africa. As a key member of our financial services team, you will be responsible for providing administrative support to our Wealth Managers and Advisors, ensuring seamless client experiences and efficient operations.

Key Responsibilities

  • 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.

Requirements

  • Administrative/secretarial experience is essential;
  • 2-3 years experience in the investment financial services industry.
  • Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook);
  • Proficient in Afrikaans and English (read, write, speak);
  • Competent on service providers’ website functionalities.
View Job  Cape Town City Centre: Veterinary Nurse / Internal Sales Consultant

Qualifications

Matric

Salary & Benefits

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Cape Town City Centre

In Cape Town City Centre, the accounting and finance sector is generally thriving, with a high demand for skilled professionals to support various industries. Typically, companies in this sector are looking for individuals with strong analytical skills, attention to detail, and excellent communication abilities.

When it comes to salary expectations, it’s common for accounting and finance roles in Cape Town City Centre to fall within the broad range of R500 000 to R1,5 million per annum, depending on factors such as experience, company size, and industry sector. However, please note that actual salaries can vary significantly, and this is only a general guideline.

In terms of common skills required for accounting and finance roles in Cape Town City Centre, typically these include proficiency in financial software (such as QuickBooks or Xero), strong analytical and problem-solving skills, excellent communication and interpersonal skills, attention to detail, and the ability to work well under pressure. Other common skills include knowledge of Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS), as well as experience with budgeting, forecasting, and financial analysis.

The accounting and finance sector is commonly found in various industries, including financial services, technology, manufacturing, and retail. These roles often involve providing financial support to businesses, managing financial data, and ensuring compliance with regulatory requirements.

For career development, common progression paths for accounting and finance professionals in Cape Town City Centre include moving into senior roles such as financial controller or head of finance, or transitioning into related fields such as taxation, auditing, or business consulting. Typically, these roles require further education and training, such as a postgraduate diploma or degree in accounting or finance.

View Job  Cape Town: Sales Executive – Health & Safety posted by The Recruitment Pig


This information provides general career guidance. Actual salaries and requirements vary by employer.



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Bellville, Cape Town City Centre


Job Seeker Tip

Check your social media privacy settings and ensure public content is professional.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Pretoria: General Manager/Operations Director posted by Hire Resolve

Jobs in Gauteng April 24, 2026
Hire Resolve Other Management

An established and reputable manufacturing and installation company within the timber roofing industry is seeking a dynamic and experienced General…

View Job  Cape Town City Centre: Vehicle Sales Executive
View Job

Johannesburg: CIO posted by Hire Resolve

Jobs in Central Johannesburg April 24, 2026
Computer Hire Resolve Other IT

A South African insurance company that offers a range of affordable insurance products is seeking a CIO strategic technology leader…

View Job

Johannesburg: Senior Investment Analyst posted by Hire Resolve

Jobs in Central Johannesburg Remote April 24, 2026
Accounting Hire Resolve Other Finance

Executive Career Opportunity: Senior Investment Analyst 100% RemoteLocation: Fully Remote (South African Citizens Only)Industry: Investment Management /...

View Job

Johannesburg: Senior Mobile Developer posted by Hire Resolve

Jobs in Central Johannesburg April 24, 2026
Computer Hire Resolve Other IT

A South African company that empowers government entities with cutting-edge, innovative software solutions and customizable platforms, focusing on...

View Job

Centurion: Financial Accountant posted by Hire Resolve

Jobs in Centurion April 24, 2026
Accounting Hire Resolve Other Finance

An established and growing organisation within the manufacturing and distribution sector is seeking a hands-on Financial Accountant to join their…

View Job

Western Cape: Senior Java Developer posted by Communicate Finance

Jobs in South Africa April 24, 2026
Communicate Finance Development

Bachelors degree in Computer Science, Software Engineering, or equivalentMinimum 5+ years of experience coding in JavaProficiency with Spring / Spring…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Bellville, Jobs in Cape Peninsula, Jobs in Cape Town City Centre

More Jobs in Your Area