Executive Assistant (Wealth Management) Salary based on work experience and qualifications - Centurion
Express Employment Professionals SA - Midrand
Our client is currently recruiting an Executive Assistant for offices based in Centurion. The Executive Assistant is an extremely important resource in the end-to-end support of the wealth manager and has a good knowledge of financial planning administration. Understanding of Linked investments and life investments and must show strong attention to detail. We are looking for an Afrikaans-speaking candidate with their own car and driver's license . We require good business communication abilities, multi-tasking, attention to detail, and the ability to work under pressure. Purpose of the job: Reporting to the Wealth Manager Will be required to service and maintain existing client portfolios as well as all administrative support for new business functions and all related matters to mainly retired client wealth and investment business Liaise and build relationships with clients Responsible for all non-advice related aspects of the franchise and able to work independently and autonomously Duties and Responsibilities: Documentation Processing Generate quotations, application forms, and all related docs required for new business incl. all compliance docs Provides administrative support and partners with the Wealth Manager Switches Static detail changes Income reviews i.e. managing reminders, preparing docs for WM to discuss with the client, changes in income by due date etc. Coordinate and produce annual reviews incl. reports etc. Emails, practice management system, and follow-ups of any instructions incl. obtaining proof and checking correctness on a daily basis Personal Effectiveness Accountable for service delivery and take ownership through own efforts of all aspects of the job Individually accountable for managing own time, tasks, and output quality (accuracy is of utmost importance) Makes increased contributions by broadening individual skills, product knowledge, processing knowledge and constantly finding more effective ways of achieving goals Collaborates and networks effectively with others to achieve results Quality Assurance Performs quality checks on own work Adheres to service and quality standards Adhere to all compliance requirements Passionate and committed to service excellence and embrace a culture of exceptional performance Relationship Building Build strong partnerships with staff from various suppliers Ensure that all issues are proactively and smoothly resolved, keeping WM informed at all times whilst strictly operating within the non-advice mandate as required by legislation Required Qualifications and experience Grade 12 Valid driver's license and own transport Bachelor's degree in business, finance, or related field Afrikaans client base so high competency level in Afrikaans Previous exposure to dealing with and assisting clients in terms of financial planning and wealth management Good relationship builder and can make clients feel at ease Extensive product and process knowledge in financial planning and service sector Knowledge and Skills: IT / Systems: Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.), PowerPoint) Elite Wealth practice management system Adequate typing speed Business: Financial Services Industry Knowledge Wealth management experience will be an advantage Product Knowledge Relevant regulatory legislation and compliance
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