- Assist Wealth Managers in managing client portfolios
- Perform data entry and maintain accurate client records
- Prepare and organize documents for client meetings
- Schedule client appointments and manage calendar
- Assist in conducting market research and analysis
- Prepare financial reports and presentations
- Communicate with clients and respond to inquiries
- Collaborate with team members to ensure smooth operations
- Matric
- Min 2 years' Experience in investment administration will be an advantage
- Attention to detail and accuracy in data entry
- Proficiency in Microsoft Office Suite
- Strong communication and interpersonal skills
- Ability to multitask and prioritize workload
- Experience in the finance industry is a plus
- Familiarity with financial software is a plus
- Salary: negotiable
- Our client is offering a highly competitive salary for this role based on experience.
- Apply for this role today, contact Yusrah Farouk at RPO Recruitment or on LinkedIn
- You can also visit the RPO Recruitment website: or email us your CV: -
Wealth Assistant - Port Elizabeth, South Africa - RPO Recruitment
Description
RPO Recruitment's client is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Gqeberha. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals.
The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement funds. Your main responsibilities will include data entry, document preparation, scheduling client appointments, and maintaining client records. Additionally, you will provide support in conducting market research, preparing financial reports, and assisting with client communication.
If you have excellent organizational skills, attention to detail, and a passion for the finance industry, we would love to hear from you.
Responsibilities
Requirements
Benefits
RPO is a Specialist Recruitment Agency that provides candidates and clients with unique recruitment solutions tailored to their needs. We focus on helping you reach your personal and professional goals by connecting you to your perfect career path.