The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement funds. Your main responsibilities will include data entry, document preparation, scheduling client appointments, and maintaining client records. Additionally, you will provide support in conducting market research, preparing financial reports, and assisting with client communication.

If you have excellent organizational skills, attention to detail, and a passion for the finance industry, we would love to hear from you.

Responsibilities

• Assist Wealth Managers in managing client portfolios
• Perform data entry and maintain accurate client records
• Prepare and organize documents for client meetings
• Schedule client appointments and manage calendar
• Assist in conducting market research and analysis
• Prepare financial reports and presentations
• Communicate with clients and respond to inquiries
• Collaborate with team members to ensure smooth operations

Requirements

• Matric
• Min 2 years’ Experience in investment administration will be an advantage
• Attention to detail and accuracy in data entry
• Proficiency in Microsoft Office Suite
• Strong communication and interpersonal skills
• Ability to multitask and prioritize workload
• Experience in the finance industry is a plus
• Familiarity with financial software is a plus