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    Wealth Management Assistant - Cape Town, South Africa - Conova Recruitment

    Conova Recruitment
    Conova Recruitment Cape Town, South Africa

    2 weeks ago

    Default job background
    Description
    Key Responsibilities:
    • 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

    Qualifications and Skills:
    • 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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