15h Left: 2nd Assistant to Wealth Manager

1 month ago


Centurion, South Africa Jobted ZA C2 Full time

Key performance areas:

Documentation Processing
- Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with 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.
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).
- Collaborates and networks effectively with others to achieve results.
Quality Assurance
- Performs quality checks on own work, adheres to service and quality standards & 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 Wealth Manager always informed whilst strictly operating within the non-advice mandate as required by legislation.
Knowledge and Skills
IT / Systems:
- Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.).
- Elite Wealth practice management system.
- Adequate typing speed.
Competencies
- Detail- and task orientation & Effective multi-tasking.
- Proactive problem-solving ability, planning and organizing.
- Sound communication skills (written, email and phone).
- Building efficient relationships to accomplish objectives of role.
- Information Monitoring, Initiating Action &Ownership.

Requirements:
- Grade 12 or equivalent
- Afrikaans client base so high competency level in business Afrikaans.
- Previous exposure to dealing with and assisting clients in terms of a financial planning (wealth) book of business.
- Own transport and a valid drivers license.
- Fully bilingual Afrikaans and English (read, write & speak).



  • Centurion, South Africa Express Employment Professionals Midrand Full time

    Our client runs a wealth management operation, based in the Centurion area and is affiliated to one of the largest wealthmanager franchises in South Africa. The 2nd assistant is an extremely important resource in end-to-end support of theWealth Manager and a good knowledge of financial planning administration (linked investments etc.) is critical to therole....


  • Centurion, South Africa Express Employment Professionals Midrand Full time

    Key performance areas:Documentation Processing- Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome 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...


  • Centurion, South Africa Express Employment Professionals Midrand Full time

    Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome 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...


  • Centurion, Gauteng, South Africa Express Employment Professionals Midrand Full time

    We are seeking an Executive Assistant to join our wealth management team in Centurion, South Africa. This is an exciting opportunity for someone with strong administrative skills and a passion for delivering exceptional service.


  • Centurion, South Africa The Recruitment Council Full time

    Our client is on the hunt for a candidate to take on the role of the Head of Wealth Management. The successful candidate will need to offer investment support and implement the wealth management value proposition and solutions for the Financial Advisers. The role ensures alignment with internal views and promotes financial wellness and a client-centric...


  • Centurion, Gauteng, South Africa The Recruitment Council Full time

    Wealth Management ExpertThe Recruitment Council is seeking a highly skilled and experienced Wealth Management Expert to join our team. As a key member of our team, you will be responsible for providing expert advice and guidance on wealth management strategies and solutions.Key Responsibilities:Provide guidance on retirement planning, estate planning, tax...


  • Centurion, Gauteng, South Africa The Recruitment Council Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at The Recruitment Council. As a key member of our financial services team, you will be responsible for evaluating clients' financial situations and crafting customized investment plans.About the RoleThis is an exciting opportunity to work in a dynamic and fast-paced...


  • Centurion, South Africa Rad Resources Full time

    The successful candidate will be responsible for office Management and administration, interacting with clients by managing relationships and providing client services.You will ensure new business implementation, marketing plan implementation and reception dutiesGather Policy informationCompile a summary of information Research product informationHandle new...


  • Centurion, Gauteng, South Africa The Recruitment Council Full time

    We are seeking a highly skilled Wealth Management Leader to join our team at The Recruitment Council. As a key member of our organization, you will play a crucial role in driving the success of our clients and building strong relationships with financial advisers.About the RoleThis is an exciting opportunity for an experienced professional to lead our wealth...


  • Centurion, Gauteng, South Africa The Recruitment Council Full time

    Salary: R1,200,000 - R1,800,000 per annumJob OverviewThe Recruitment Council is seeking an experienced Wealth Management Specialist to join our team. As a key member of our financial services department, you will be responsible for evaluating clients' financial situations, crafting customized investment plans, and offering ongoing advice to enhance their...


  • Centurion, Gauteng, South Africa The Recruitment Council Full time

    The Recruitment Council is seeking a highly skilled and experienced Strategic Wealth Management Director to join our team.About the RoleThis is an exciting opportunity for a professional with a strong background in wealth management to lead our strategic initiatives and drive business growth.We are looking for someone with excellent leadership skills, a deep...


  • Centurion, Gauteng, South Africa Express Employment Professionals Midrand Full time

    Express Employment Professionals Midrand is seeking a highly skilled and organized Senior Wealth Administration Coordinator to join our team. This role offers an excellent opportunity for someone who is passionate about providing exceptional service and support in a dynamic wealth management environment.About the RoleWe are looking for a detail-oriented and...


  • Centurion, South Africa The Recruitment Council Full time

    The Wealth Management Specialist is responsible for evaluating clients' financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy adjustments to meet clients' evolving needs.Key Responsibilities:Strategic Wealth Management:Conduct comprehensive...


  • Centurion, South Africa Jobted ZA C2 Full time

    Position: Marketing Assistant Position Summary: We are seeking a dynamic Marketing Assistant to join our team and assist the Marketing Manager in executing various marketing initiatives. The ideal candidate will be passionate about marketing, eager to learn, and committed to staying updated with industry trends and technologies. As a Marketing Assistant,...


  • Centurion, South Africa The Recruitment Council Full time

    Business Acumen: - Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group Client / Stakeholder Commitment: - Anticipates, meets and exceeds client’s needs by creating long lasting relationships that...


  • Centurion, Gauteng, South Africa Express Employment Professionals Midrand Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Wealth Management Support Associate to join our team at Express Employment Professionals Midrand.Key Responsibilities:Manage documentation processing, including income reviews, annual reviews, and emails.Coordinate and produce reports, ensuring accuracy and quality.Collaborate with...


  • Centurion, South Africa Jobted ZA C2 Full time

    Job & Company Description: Our client, a leading player within the mining industry, is seeking a highly motivated and skilled Financial Accountant to join their dynamic team in Centurion. The ideal candidate will bring a solid foundation of financial accounting knowledge, particularly within budgeting, forecasting, and general accounting duties. This is an...


  • Centurion, Gauteng, South Africa OUTsurance Full time

    **OUTsurance Seeks Experienced Marketing Professional**We are looking for a skilled marketing project manager to join our team at OUTsurance. This is an excellent opportunity for individuals with experience in advertising traffic management and project management.**Key Responsibilities:**Develop project plans, timelines, and budgets to ensure successful...

  • Technical Consultant

    2 months ago


    Centurion, South Africa Red Ember Full time

    Job DescriptionThe Technical Consultant is a billable role and is responsible for delivery of Sage 300 People and Premier application assistance according to best practices to support complex presales, implementations, and support escalations. The Consultant works with Project Managers, Payroll & HR Consultants, Reporting & Integration Specialists, Sales,...


  • Centurion, South Africa Jobted ZA C2 Full time

    Hiring: Pump Fitter (Centurion) Job Overview: Our client, a leading company specializing in pump solutions, is looking for a qualified Pump Fitter to join their team. The ideal candidate will have a Red Seal Fitter certification and experience in the maintenance, installation, and repair of slurry pumps and related equipment. This role involves both...