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East London: Wealth Advisor Assistant

Job Description

About the Role

We are seeking a highly organized and detail-oriented individual to join our team as a Wealth Advisor Assistant in East London. As an integral part of our Wealth Management department, you will be responsible for providing administrative support to our Wealth Advisers, ensuring seamless day-to-day operations, and contributing to the overall success of our business.

Key Responsibilities

  • Gather Policy information
  • Compile a summary of information
  • Research product information
  • Handle new application and quotations
  • Handle and solve client enquiries (all existing business enquiries)
  • Diary management for new and existing business cases
  • Diary management for Wealth Adviser
  • Arrange appointments between Wealth Adviser and Clients
  • Prepare investment review appointments
  • Maintain CRM system
  • Rebalance and maintain existing portfolios
  • Prepare and distribute monthly/quarterly statements
  • Manage Administrative Documentation (detailed records)
  • Build and maintain good working relationships
  • Record details of transactions
  • Manage Service Level agreement deadlines
  • Manage policy renewals
  • Ensure FAIS Compliance
  • Load new/existing business policies

Requirements

Strong administrative skills, ability to work in a fast-paced environment, and excellent communication skills are essential for this role. A minimum of 2 years relevant experience in finance or a related field is required.

Qualifications

A completed Bachelor of Commerce in Finance (e.g., BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)) is the minimum educational requirement for this position. Additionally, regulatory exams (RE5) and computer literacy (MS Office) are also required.

Salary & Benefits

Salary details will be discussed during the interview process.

How to Apply

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

About Accounting / Finance Jobs in Buffalo City

When it comes to Accounting and Finance positions in Buffalo City, South Africa, the general job market trends indicate a steady demand for skilled professionals in these fields. Typically, companies across various industries require accountants and finance specialists to manage their financial operations, ensure compliance with regulations, and provide strategic financial insights.

Generally, salaries for accounting and finance roles in Buffalo City can range from R400 000 to R800 000 per annum, depending on factors such as experience, company size, industry sector, and qualifications. However, it’s essential to note that these are broad ranges, and actual salaries may vary significantly based on individual circumstances. For instance, a finance manager with extensive experience in the manufacturing sector might earn closer to the higher end of this range, while an entry-level accountant in a smaller company might start at the lower end.

Common skills required for accounting and finance roles include strong analytical and problem-solving abilities, proficiency in financial software such as Xero or SAP, attention to detail, excellent communication and interpersonal skills, and knowledge of accounting standards and regulations. Typically, companies look for professionals with a degree in accounting or finance, as well as relevant certifications such as the Certified Public Accountant (CPA) designation.

Accounting and finance roles can be found across various industry sectors, including financial services, technology, manufacturing, and healthcare. Financial services sector, for example, often requires accountants and finance specialists to manage client relationships, ensure regulatory compliance, and provide financial analysis and planning support.

Career development opportunities for accounting and finance professionals in Buffalo City are plentiful. Typically, entry-level positions can progress to senior roles within a few years, with opportunities to specialize in areas such as tax consulting, auditing, or financial planning. Many companies also offer training and development programs to help employees enhance their skills and advance their careers. With dedication and hard work, accounting and finance professionals can enjoy rewarding and challenging careers in Buffalo City.


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



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Posted in Jobs in Border-Kei, Jobs in Buffalo City, Jobs in East London

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