Wealth Adviser Assistant | Paarl at PSG Konsult Ltd

Job description:

• The Wealth Adviser Assistant plays a key support role in ensuring a smooth and professional client experience by managing all aspects of the client onboarding process.
• This includes the preparation, collection, verification, and submission of all necessary documentation in line with internal compliance and regulatory requirements.
• The assistant acts as a liaison between the Wealth Manager, client, and internal operational teams to ensure timely and efficient service delivery.
• The role requires the incumbent to hold a proper authority, with a moderate level of technical knowledge. It also demands excellent relationship management, secretarial, and administrative skills.

Responsibilities:

New Business Implementation:

• Implementation of all new business, including all follow-ups in-line with Stockbroking Service Offering.  This includes completing and submitting application forms where necessary, contacting suppliers and ensuring business is completed in a timely fashion.
• Follow-up any outstanding workflows, 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.
• Email proof of payment to client.
• 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
• Bachelor of Commerce in Law
• Proficient in both spoken and written English and one other official South African language
• Computer literacy (MS Office)
• Highly Administrative

Competencies required:

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

Closing date:    21-Apr-2026