Wealth Adviser Assistant | Paarl, Western Cape | Permanent 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
• Diploma in Business Administration/ equivalent
• Proficient in both spoken and written Afrikaans and English
• Computer literacy (MS Office)

Competencies required:

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

Deadline:24th December,2025