Wealth Management Assistant - - Cape Town City Centre

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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