Wealth Adviser Assistant Tyger Waterfront, Bellville, Cape Town Permanent

**Designation**:

- Wealth Adviser Assistant | Tyger Waterfront, Bellville, Cape Town | Permanent

**Category**:

- Administration and Operations

**Job Level**:

- Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

- PSG Financial Services

**Posted on**:

- 03 Feb 2025

**Reference Number**:

- POS39548

**Closing date**:

- 11-Jul-2025

**Position Type**:

- Permanent

**Location**:

- Tyger Waterfront Bonitas Office Park

**Overview**:
**VACANCY| WEALTH ADVISER ASSISTANT | TYGER WATERFRONT, BELLVILLE, CAPE TOWN | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Description**:
The Wealth Adviser Assistant is primarily responsible for performing the tasks that comprise the after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service Model and Procedures, within the Stockbroking department. The Wealth Adviser Assistant is required to hold a proper authority, with a moderate level of technical knowledge. The role needs excellent relationship management, secretarial and administrative skills.

**Responsibilities**:
**New Business Implementation**:

- Follow-up any outstanding cheques or documentation from the customer, in-line with Stockbroking Service Offering
- Acknowledge and process all new business submissions, overseeing the implementation stage of the onboarding process, such as dispatching welcome communication to clients.
- Verify that the implementation process has been completed correctly and meets all compliance and operational standards.

**Customer Service**
- Manage all client communication requirements as instructed by the Adviser, Supervisor, or Paraplanner, ensuring timely and professional delivery.
- Maintain a detailed and up-to-date record of all clients contact on the client relationship management (CRM) system.
- Facilitate the accurate and timely communication of client detail updates to the appropriate product providers for implementation.
- Manage the resolution of client concerns in a timely and professional manner, often acting as a liaison between clients and service providers. Provide support on all client enquiries within the scope of the firm’s service standards, referring queries to the appropriate team members as needed. Note: this role excludes the giving of financial advice
- Assist in maintaining client relationships and ensuring strong client retention, aligned with the company’s service model

**Administration**:

- Action payment instructions daily.
- Assist with the following transactions as necessary:

- Open and close accounts
- Load payment instructions.
- Assist with client enquiries.

**General Administration**:

- Ensure new client files are accurately prepared in a timely manner, either personally or by delegating to the appropriate support staff.
- Prepare documents and correspondence as needed by the Adviser or support team.
- Carry out other responsibilities or ad hoc tasks as assigned by the Adviser or Direct Supervisor, in line with the needs of the business.
- Assist with filing and archiving as and when needed

**Minimum Requirements**:

- Grade 12 / NQF4 qualification
- 2 or more years’ relevant work experience within the financial services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Recommended Requirements**:

- Relevant BCom Investment Management / Finance qualification
- Completed RE5

**Competencies**:

- Client service skills
- Ability to prioritize, organizational/planning skills and multitasking
- Excellent communication skills
- Attention to detail
- Interpersonal Skills

**How to apply**: