Eastern Cape: Wealth Assistant posted by Hire Resolve
Posted on 2025-05-22 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other Finance/Accounting |
| Location | Eastern Cape / Eastern Cape |
Job Summary
Responsibilities
1. Client Servicing
-
Gather investment/fund values, performance statistics, and Astute information for clients.
-
Compile and prepare retirement planning, investment proposals, and client review documentation.
-
Assist with drafting/reviewing clients wills in consultation with the Wealth Planner/Manager.
-
Process client payments via the corporate saver account.
-
Monitor incoming payments into the corporate saver account and transfer them to investment companies.
-
Handle client complaints and enquiries in consultation with the Wealth Planner/Manager.
-
Assist clients in obtaining tax certificates and similar documentation as needed.
-
Ensure all client interactions comply with Treating Customers Fairly (TCF) principles.
2. New Business Processing
-
Implement client instructions related to investments and insurance in consultation with the Wealth Manager and submit documentation to service providers.
-
Obtain outstanding documentation, schedule medicals, and finalise proposals.
-
Confirm implementation of client instructions with service providers.
-
Communicate implementation confirmations to clients in writing.
-
Follow up on outstanding client matters and consult with the Wealth Planner.
-
Ensure accurate and timely completion of Fee Forms and internal documentation as per company policy.
-
Prepare comprehensive handover files for the Wealth Manager, ensuring all compliance tasks are complete.
3. General Administration
-
Ensure client documentation complies with FICA and FAIS legislation.
-
Schedule meetings and manage the Wealth Planners diary.
-
Record and update client interactions and records as per company policy.
-
Maintain electronic and physical client files in line with company standards.
-
Bind company documents and handle postage/courier duties.
-
Provide relief support to the Administrative Assistant, Reception, and Corporate Cash Manager.
-
Perform ad hoc administrative duties as required.
Requirements
Formal Education
-
Matric (Grade 12)
-
Relevant tertiary qualification (advantageous)
Experience
-
Prior administrative experience in the financial services industry is essential
Critical Competencies
Knowledge
-
Excellent command of English (reading and writing)
-
Proficient in Afrikaans (reading, writing, speaking)
-
Professional telephone etiquette
-
Familiarity with financial products, service providers, and their online platforms
-
Proficient in Microsoft Word, Excel, and Outlook
Skills and Attributes
-
Polite and friendly
-
Professional and presentable
-
Reliable and service-oriented
-
Strong work ethic and results-driven
-
Detail-oriented
-
Energetic and enthusiastic
-
Team player
-
Proactive and takes initiative
-
Effective communicator
-
Strong planning and organisational skills
-
Good time management
-
Ability to work under pressure
-
Ability to multitask and prioritise
Benefits
Market-related salary
-
Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
- Please use “Wealth Assistant“ as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Eastern Cape
More jobs in Eastern Cape
Browse Other Finance/Accounting Jobs
Browse Hire Resolve Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Eastern Cape: Electrical Engineer (JB5172) posted by Kontak Recruitment
Electrical Engineer JB5172 Chintsa, Eastern Cape Compensation Range R30 35 000 CTC per month Negotiable Category EngineeringOversee electrical design,...
View Job
Electrical Engineer (JB5172)
Eastern Cape: Architect (JB5169) posted by Kontak Recruitment
Architect JB5169 Chintsa, Eastern Cape Compensation Range R60 65 000 CTC per month NegotiableCategory Architecture Lead architectural design and planning...
View Job
Architect (JB5169)
Eastern Cape: Town Planner (JB5167) posted by Kontak Recruitment
Town Planner JB5167 Chintsa, Eastern CapeCompensation Range R40 45 000 CTC per month Negotiable Category EngineeringLead zoning, rezoning, and land use...
View Job
Town Planner (JB5167)
Eastern Cape: Geotechnical Engineer (JB5166) posted by Kontak Recruitment
Geotechnical Engineer JB5166 Chintsa, Eastern Cape Compensation Range R70 75 000 CTC per month Category EngineeringConduct soil and foundation assessments...
View Job
Geotechnical Engineer (JB5166)
Eastern Cape: Civil Engineer – Urgent posted by Ayers Gulf Recruitment and visa agency
IntroductionWe are recruiting skilled South African professionals for a major energy and infrastructure development program in Saudi Arabia. These positions...
View Job
Civil Engineer – Urgent
Eastern Cape: ZMO 15309 – Head Chef
Employer Description Seaside hotel with restaurant Job Description Our client is seeking a talented and experienced Head Chef to join their culinary team at...
View Job
ZMO 15309 – Head Chef
South Africa: Intermediate Front-end Developer – REMOTE/ EASTERN CAPE – R860k PA
Were seeking an exceptionally independent Front-end Developer with TypeScript and React experience to join our small team as the primary front-end...
View Job
Intermediate Front-end Developer – REMOTE/ EASTERN CAPE – R860k PA
Eastern Cape: Health workers/caregivers/care assistants posted by Sandton INvestments en
The Emergency Care Assistant ECA will practice as clinical assistants within the emergency medical care and rescue environment thereby replacing the Basic...
View Job
Health workers/caregivers/care assistants
Eastern Cape: Tractor Technician
Minimum Requirements Must have a minimum of 3 years experience working on Tractors Agricultural Implements Must be a Qualified Tractor Diesel Mechanic...
View Job
Tractor Technician
Port Elizabeth: Retail Operations Manager (Eastern Cape)
Requirements Valid driverâs license, South African passport, and willingness to travel extensively. Tertiary Qualification preferably in Business or...
View Job
Retail Operations Manager (Eastern Cape)
Eastern Cape: HR Manager
Minimum Requirements Must have a minimum of 7 to 10 years experience as a HR Manager in the Agriculture Fresh Produce Industry Bachelors Degree Human...
View Job
HR Manager
Durban: Area Sales Manager (KwaZulu-Natal and Eastern Cape)
Responsibilities Continuously maintain service delivery to existing strategic accounts. Ensure service quality, maintain goodwill and rapidly resolve any...
View Job
Area Sales Manager (KwaZulu-Natal and Eastern Cape)
Eastern Cape: Postdoctoral in UNESCO Oliver Tambo of Human Rights Chair: Law
Award criteria Applicants should have an LLDPhD in related area. Applicants should have completed their doctoral degree within the last five years....
View Job
Postdoctoral in UNESCO Oliver Tambo of Human Rights Chair
Eastern Cape: COMMERCIAL CEO â EASTERN CAPE
POST DESCRIPTION Answers directly to the Managing Director and the UAE-based project team. Project manage the new lodges and supporting infrastructure...
View Job
COMMERCIAL CEO â EASTERN CAPE
Bedford: Buyer and Stock Controller – Bedford, Eastern Cape
Requirements Strong knowledge of construction materials and equipment. Excellent negotiation, communication, and interpersonal skills. Ability to work...
View Job
Buyer and Stock Controller – Bedford, Eastern Cape
Eastern Cape: Area Sales Manager
A recent professional profile photo is to accompany your application EMPLOYMENT TYPE Permanent SECTOR Sales BASIC SALARY R20 000.00 START DATE A.S.A.P ...
View Job
Area Sales Manager
Eastern Cape: Paramedics posted by Complete Healthcare Services
Paramedics Required BLS, ILS.Requirements Minimum Educational Qualifications Successfully completed an appropriate Basic Life Support BLS or Intermediate...
View Job
Paramedics
Eastern Cape: Professional Registered Nurses posted by Complete Healthcare Services
Complete Healthcare Services, a leading Registered Nursing Agency, situated in Mulbarton, Johannesburg, is seeking dedicated and compassionate Professional...
View Job
Professional Registered Nurses
Eastern Cape: Enrolled Nurses posted by Complete Healthcare Services
The successful candidate will work on a one-to-one basis with patients in the comfort of their homes OR caring for a patient in a facility. Minimum...
View Job
Enrolled Nurses
Eastern Cape: Enrolled Nurse Assistants posted by Complete Healthcare Services
The successful candidate will work on a one-to-one basis with patients in the comfort of their homes OR caring for a patient in a facility. Minimum...
View Job
Enrolled Nurse Assistants
Eastern Cape: Lecturer: Human Rights & International Law
Minimum Requirements A relevant Masters Degree and registered for a Doctoral Degree At least 1 years experience in higher education or Qualificationcourses...
View Job
Lecturer
Eastern Cape: DOCTOR – TRAVELING GP posted by Complete Healthcare Services
DOCTOR - TRAVELING GPMedical Practice requires the services of a general practioner Doctor that can travel throughout RSA.How to ApplyPlease send your CV...
View Job
DOCTOR – TRAVELING GP
Eastern Cape: Professor/Associate Professor: Fine Arts
Professor Fine Arts 1 Post Minimum Requirements A relevant Doctoral Degree At least 9 years experience in higher education Extensive undergraduate and...
View Job
Professor/Associate Professor
Eastern Cape: MANAGER: DATA INTELLIGENCE/ANALYTICS (1 POST)
Minimum Requirements Minimum of a Masters degree preferably a Doctoral degree specialising in any of the following fields Computer Science, Mathematics,...
View Job
MANAGER
Eastern Cape: QUALITY ASSURANCE OFFICER (2 POST)
Minimum Requirements Minimum of an Honours Degree or NQF level 8 Qualification. Preferably a Masters degree Minimum 3 years of experience in quality...
View Job
QUALITY ASSURANCE OFFICER (2 POST)