Financial Advisor/Wealth Manager Assistant - Helderberg region - Western Cape, Cape Town

Financial Advisor/Wealth Manager Assistant - Helderberg region - Western Cape, Cape Town

Financial Advisor/Wealth Manager Assistant/Brokers Secretary - Helderberg area

Cape Town based candidate sought for excellent opportunity with highly reputable investment firm! Preference will be given to candidates living in the Helderberg area.

About the job:
This new vacancy has been created within one of our client's Financial Planning teams. The key purpose of the role is to provide excellent client services through effective communication (verbal, written and in-person client interactions) This is achieved by proving client centric administrative support to the Financial / Investment Advisors within the team, and includes handling of follow-up correspondence with clients, beneficiaries and third party providers.





Role is ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years experience in this area.

Key responsibilities include:

- Collation of all necessary documentation relating to administration of investment instructions, payments and client accounting, preparation and capturing of same on internal systems
- Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as stipulated by FAIS and FICA, and ensuring that all investment and payment instructions are compliant
- Client liaison: attending to and resolving all queries directly with clients, building relationships and understanding their service requirements
- Maintenance of Client Management System
- Collation of all client monthly and quarterly reporting
- General secretarial support: typing, filing, faxing etc of client correspondence
- Quarter end statements: Preparation,





collation and distribution of same
- Reception responsibilities , diary management and adhoc travel arrangements, as needed

Key requirements for applicants:

- Previous experience in similar function a requirement, with proven track record (3-5 yrs)
- Previous unit trust knowledge, investment/ life/ offshore experience will be an advantage
- Matric a requirement, with maths or accounting at matric level; bookkeeping diploma an advantage
- Computer literacy (intermediate): MS Office suite and excel at an intermediate level; Typing speed: 50+ wpm
- Ability to work independently, attention to detail and excellent organisational skills, including problem solving and initiative

Please note:





only shortlisted candidates will be considered.

Desired Skills:

- relevant work experience preferred

▶️ Financial Advisor/Wealth Manager Assistant - Helderberg region - Western Cape, Cape Town
🖊️ Pss Recruitment
📍 Cape Town