Overview
Assistant Wealth Manager Jobs in Durban, South Africa at Skills Provision
Position: Assistant Wealth Manager Needed New
Skills Provision is searching for an Assistant Wealth Manager for a Financial Organisation in Durban, South Africa.
Salary & Benefits
R.380,000 p/a
Benefits package available
The Role
The Assistant Wealth Manager will provide complete clerical assistance to Managers for the maintenance of client relationships and solid investment decisions and returns. The candidate’s key relations will be with Operations, external clients, internal clients, investment houses, SARS, attorneys and helpdesk.
Scheduling of appointments, follow up meetings and internal appointments. Prepare documentation for the meetings.
Load new clients on systems and request necessary documentation
Type up agendas and minutes of meetings. Monitor the actions that need to be taken on conclusion of meetings.
Generate, edit, print, scan and post quarterly report
Filing and scanning of all documentation
Complete forms and submit and track instructions submitted to operations
Handle queries from Operations and Managers
Complete relevant tasks
Constantly update FICA and FAIS
Liaise with suppliers regarding the status of instructions
Send out client correspondence for special occasions
Requirements
Minimum of 3 years’ experience as an Assistant in a similar role within the financial services industry
General knowledge of financial markets
IT efficient
Client and service orientated
High level of accountability and responsibility
High sense of urgency
Detail orientated
Affable character
Interpersonal understanding
Highly motivated
Mature
Intellectually honest
Skills Provision is an ethical international recruitment agency, as such our adverts do not discriminate with regards to age, race, gender, colour, creed, religion, sexual orientation, disability, and nationality.
Title: Assistant Wealth Manager
Company: Skills Provision
Location: Durban, South Africa
Category: Administrative/Clerical
