Wealth Assistant - PE - Financial Services

  • Company:

    Hire Resolve

  • Location:

    6000 Gqeberha/Port Elizabeth, South Africa

  • Salary:

    R250 000

  • Job Type:

    Permanent

Hire Resolve's Client is open to hiring a Wealth Assistant that is based in PE. They are to provide professional administrative and implementation support to a Wealth Planner and/or Wealth Manager. This includes assisting in client financial planning, reviews, investment instructions, and other related responsibilities as assigned. […]
Collate investment/fund values, performance statistics, and client information from Astute. […]
Assist in drafting or reviewing client wills in consultation with the Wealth Planner/Manager. […]
Monitor and allocate client payments to relevant investment companies...

Yesterday from: simplify.hr

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