Wealth Assistant / Personal Assistant - Wealth Management Industry - Durban North

Opportunity Available!!!

Our Wealth Management client is currently seeking an experienced Wealth Assistant / Personal Assistant to join their established practice based in Durban North .

Must reside within the Durban North serroundings

Ideal Candidate

The ideal candidate will be a professional, polished and highly organised individual with strong PA experience and at least some exposure to the financial planning or wealth management environment.

Extensive financial planning experience is not required . Someone with around one year of industry exposure and a good general understanding of financial planning could be a strong fit, provided they have excellent administrative capabilities, professionalism and the ability to learn quickly.

Our client is an established wealth management and financial planning business , helping individuals, families, and business owners build, protect, and grow their wealth through investments, retirement, risk, estate planning, and wealth solutions .

Remuneration : Market Related

• Monday to Thursday: 08:00 – 16:30

• Friday: 08:00 – 15:30

Requirements

• Previous Personal Assistant (PA) experience is essential .

• A minimum of approximately 1 year’s exposure to the financial planning / wealth management industry would be sufficient.

• Candidates do not need extensive financial planning experience; however, they should have a general understanding of the industry and its processes .

• Strong administrative and organisational skills.

• Excellent verbal and written communication skills.

• Professional, friendly and well-spoken with strong interpersonal skills.

• Comfortable working in a client-facing environment.

• Strong attention to detail and accuracy.

• Ability to prioritise and manage multiple responsibilities.

• Smart and well-presented due to the client-facing nature of the position.

• Ability to handle confidential client and financial information with discretion.

Key Responsibilities

• Provide comprehensive PA and administrative support within the Wealth Management practice.

• Assist with day-to-day financial planning administration.

• Manage diaries, appointments, meetings and scheduling.

• Liaise professionally with clients, financial planners and service providers.

• Assist with client queries and ensure appropriate follow-up.

• Prepare and maintain client documentation and records.

• Assist with applications, forms and supporting financial planning documentation.

• Maintain accurate filing and record-keeping systems.

• Coordinate correspondence, emails and telephone communication.

• Follow up on outstanding documentation and administrative requirements.

• Prepare documentation ahead of client meetings.

• Ensure client information is accurately maintained and treated confidentially.

• Provide general office and administrative support as required.

Please take note: if you have not been contacted within 14 days, please consider your application unsuccessful.