Half Day 2nd Administrative Assistant to Wealth

3 weeks ago

Centurion, South Africa Graviton Wealth Management (Pty) Ltd Full time

_**RECRUITMENT - ROLE OVERVIEW - HALF DAY POSITION**_
- **WEF 01022024 (8am to 1pm)**_
- **We run a wealth management operation based in the Centurion area and is affiliated to one of the largest**_
- **wealth manager franchises in South Africa. he 2nd assistant is an extremely important resource in end-to-end**_
- **support of the wealth manager and a good knowledge of financial planning administration (linked**_
- **investments/life investments etc.) as well as attention to detail are critical to the role. Your first language**_
- **Afrikaans business communication abilities, multi-tasking and able to work under pressure are the other key**_
- **requirements.**_

**ROLE PROFILE: S ECOND ASSISTANT TO WEALTH MANAGER / FINANCIAL PLANNER**

**Role Description**:
Reporting to the Wealth Manager. Will be required to service and maintain existing client portfolios as well as all administrative support for new business function and all related matters (mainly retired client wealth and investment business). Liaise and build relationships with clients. Responsible for all non-advice related aspects of the franchise.

**Role Requirements**: o Grade 12 or equivalent o **Afrikaans client base so high competency level in Afrikaans** o Relevant tertiary qualification (e.g. financial admin, financial/para planning type qualification nice to have) o

Previous exposure to dealing with and assisting clients in terms of a financial planning (wealth) book of business

**Key result areas**:

- **Personal Effectiveness** o Accountable for service delivery and take ownership through own efforts of all aspects of the job o Individually accountable for managing own time, tasks and output quality (accuracy is of utmost importance) o Makes increased contributions by broadening individual skills, product knowledge, processing knowledge and constantly finding more effective ways of achieving goals o Collaborates and networks effectively with others to achieve results
- **Quality Assurance** o Performs quality checks on own work o Adheres to service and quality standards o Adhere to all compliance requirements o Passionate and committed to service excellence and embrace a culture of exceptional performance
- **Relationship Building** o Build strong partnerships with staff from various suppliers o Ensure that all issues are proactively and smoothly resolved, keeping WM always informed whilst strictly operating within the non-advice mandate as required by legislation

**ROLE PROFILE: S ECOND ASSISTANT TO WEALTH MANAGER / FINANCIAL PLANNER (Continued)**

**Knowledge and Skills**:
**IT / Systems**: o Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.), PowerPoint) o Elite Wealth practice management system o Adequate typing speed

**Business**: o Financial Services Industry Knowledge o Wealth management experience will be an advantage o Product Knowledge o Relevant regulatory legislation and compliance

**Personal Attributes / skills**: o Attention to detail primary requirement o Multi-tasking
- Effective time management and prioritization skills o Quality orientation o Customer focused o Energy and positive attitude o Able to work under pressure

**Competencies**: o Detail

**JOB-RELATED EXPERIENCE**

Ideally around a minimum three years' working experience in a similar role within the independent broker or private
- wealth management / investment administration space.

**REMUNERATION**

Remuneration will be market-related and commensurate with experience. Negotiable monthly total cost to company package in the region of R 120,000 - R 144,000 PA with an annual performance review.

**Salary**: R10,000.00 - R12,000.00 per month

Application Deadline: 2023/12/08
Expected Start Date: 2024/02/01

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