Wealth Management Assistant

• Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration Platforms
• Internal and external liaison on administration / operational matters primarily with; Product providers (both locally and abroad), Clients (nationally)
• Maintaining and enhancing a robust work-flow process within the company
• Performing checks / validations / updates on all client instructions & information
• Communicating with clients and other service providers relating to the services we offer
• Identifying risks at client level
• Maintaining records of all interactions with clients
• Support Wealth Managers as required in providing a client servicing function
• Add hoc duties as may be required from time to time

• Tertiary studies in accounting/financial related areas
• A minimum of 2 years relevant work experience
• Excellent computer literacy (word, excel, etc)
• Excellent verbal and written skills
• Working knowledge of financial (FIC) and regulatory (FAIS) markets
• Accuracy and Attention to Detail (dot the is & cross the ts)
• Excellent Time Management Skills (business is subject to various timelines)
• Excellent Problem Solving Skills / Adaptability (things just go wrong sometimes)
• Excellent Verbal and Communication skills (seen as a marketing function)
• Ability to function well under pressure and prioritise workflow (competing demands from within & outside of the business)
• Above-average numeracy skills (we are a numbers business)
• Professionalism and ability to relate to others (you will interact personally with clients on a daily basis)
• Ability to function as part of a team (we are a small staff complement comprising highly qualified professionals)
• "Common sense" is highly valued within the business (think first!)

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