A well-established and respected financial services organisation is seeking an experienced Wealth Assistant to join its growing team.

Company and Job Description:
This role offers an opportunity to work closely with Wealth Advisors and Planners, providing critical administrative and operational support to ensure the seamless delivery of wealth management services to clients.
 
Key Responsibilities:
 

• Assist with the implementation of client investment and insurance instructions.
• Prepare and submit documentation to relevant service providers.
• Gather and maintain investment values, fund performance statistics, and client information.
• Manage advisor diaries and coordinate client meetings.
• Maintain accurate client records and interaction notes.

Job Experience and Skills Required:

• 2-3 years' experience within the investment or financial services industry.
• Previous financial services administration experience is essential.

 
Apply now!
 
For more exciting Finance vacancies, please visit: https://www.networkrecruitmentinternational.com/
 
I also specialise in recruiting in the following:

• Financial Directors
• Chief Financial Officers
• Financial Managers
• Financial and Senior Accountants
• Cost and Management Accountants
• Financial Controllers

 
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

For more information, contact:
Sunel Fourie
Researcher
Connect with me on LinkedIn! https://www.linkedin.com/in/sunel-fourie-566a70230/