A leading company in the Wealth Management sector is seeking an experienced Junior Assistant to join their team in Somerset West. This permanent, full-time, in-office position offers an exciting opportunity for a commercially astute administrative professional to provide excellent client services and client-centric administrative support to a financial planning team. The ideal candidate will have strong experience, preferably 3-5 years, in investment administration instructions and follow-ups. If you have a high level of financial industry knowledge and an entrepreneurial mindset, we want to hear from you!

Responsibilities:

• Collating, preparing, and capturing documentation related to investment instructions, payments, and client accounting on internal systems.
• Managing both electronic and hard copy filing for investment administration and advisory record-keeping, ensuring compliance with relevant regulations.
• Directly liaising with clients to resolve queries, build relationships, and understand their service needs.
• Maintaining the Client Management System.
• Collating monthly and quarterly reports for clients.
• Providing general secretarial support, including typing and filing client correspondence.
• Preparing, collating, and distributing quarter-end statements.

Requirements:

• Matric
• Administrative Diploma
• 3-5 years experience, specifically as a brokers’ assistant or secretarial experience dealing with investment administration and follow-ups
• Knowledge of Allan Gray, Glacier and Ninety One systems advantageous
• High level of financial industry knowledge
• Understanding of investment products (UTs, TFSA, offshore wrappers, mutual funds, ETFs)

Contact Hire Resolve for your next career-changing move.

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Adrienne Steyn at Hire Resolve on *****@*****.co.za or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za

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.