Please note that our Terms & Conditions and Privacy Notice are applicable.
Back to search (Eastern Cape > Jobs > Accounting & Finance Jobs> ad 1328147672)
Someone beat you to it!
Unfortunately, another Gumtree user is in the process of purchasing this item. Check back later in case they've changed their mind, or click the button below to browse more Pay & Ship listings.
WEALTH ASSISTANT/ADMINISTRATOR
1 Photo(s)
7 months ago2017 views
Ad Saved to My List
View and manage your saved ads in your account.
Share
WhatsApp
Facebook
Messenger
Twitter
Copy URL
Email
Report Ad
Report This Ad
Reason for Reporting
Email Address
(Required)
Message
(Optional)
Report Ad
By clicking "Report" you accept the Gumtree Terms and Conditions.
General Details
Description
Our client is looking for a Afrikaans speaking Wealth Assistant. Your:
- Formal Education
- Matric
- Appropriate Tertiary qualifications would be advantageous
- Experience
- Appropriate Administrative experience in the financial services industry is essential
- Critical Competencies
- Excellent knowledge of English (read, write)
- Excellent knowledge of Afrikaans (read, write, speak)
will enable you to fullfill the following duties:
- Servicing of clients
- Assimilate investment/fund values, investment performance statistics and Astute information of clients;
- Compiling and preparation of retirement planning, investment proposals and client review documentation;
- Assist with new/review clients wills in consultation with the Wealth Planner/Manager;
- Make payments on behalf of clients through the corporate saver account;
- Track payments into the corporate saver account and forward payments to investment companies;
- Attend to client complaints and enquiries in consultation with Wealth Planner/Manager;
- Assist clients in obtaining tax certificates, etc. if/when required;
- Ensure that the principles of TCF are applied in all interaction with clients.
- Processing new business
- Implementation of clients instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Manager and submission of relevant documentation to appropriate service providers;
- Obtain outstanding documentation and requirements and arrange for medicals etc. to finalise proposals;
- Obtain confirmation from service providers regarding implementation of client instructions;
- Written communication/confirmation to clients regarding instruction implementation;
- Follow up on outstanding/incomplete client business and consult with/remind the Wealth Planner;
- Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy;
- Prepare an extensive handover file for the Wealth Manager, ensuring inter alia that all compliance tasks have been completed.
- General Administration
- Ensure that client documentation is in compliance with FICA & FAIS legislation;
- Scheduling meetings for Wealth Planner and organising diary;
- Recording of all client interaction and updating of client records upon completion of every interaction in terms of company policies;
- Maintain client records and database, both hard copies and electronically according to company policies;
- Binding of company documents;
- Arrange for postage/courier duties;
- Relief duties for Administrative Assistant/Reception/Corporate Cash Manager;
- Ad hoc duties that inclu
https://www.jobplacements.com/Jobs/W/WEALTH-ASSISTANTADMINISTRATOR-1198339-Job-Search-6-27-2025-8-55-17-AM.asp?sid=gumtree
Id Subtitle 1328147672
View More
Job Placements
Selling for 1 year
Total Ads4.94K
Active Ads4.94K
Professional Seller
This seller has registered a Gumtree business account which allows them to qualify as a professional seller.To grow your business with Gumtree read more
Seller stats
4.94KTotal Ads
19.79MTotal Views
Contact Job Placements
Message
(4016)
Name
(Optional)
Email Address
(Optional)
Phone
(Required)
Upload CV(Optional)
DOC or PDF only max 2 MB file size
Send Message
By clicking "Send" you accept the Terms & Conditions and Privacy Notice and agree to receive newsletters and promo offers from us.
Related Ads
1
SavedSave
We are looking for an Account Payable Specialist for a Global Company in Port Elizabeth.SUMMARY:An Accounts Payable Specialist is responsible for managing the companys accounts payable processes. Key duties include processing and verifying invoices, preparing, and executing payments, maintaining vendor records, and reconciling transactions. Strong attention to detail, organizational skills, and proficiency in accounting software are essential for success in this position. Daily activities include Accounts Payable invoice processing, weekly payment runs, statement reconciliations.PREFERRED EXPERIENCE AND QUALIFICATIONS:Degree in accounting or finance preferred, or 3-5 years of experience in accountingAccount Payable experienceExperience with GL, International accountingFluency in English, both written and spokenKnowledge in accounting processDetail oriented, able to multitask, set priorities and meet deadlines Able to work in a team and independentlyAnalytical and mathematical skillsGeneral competence in IT and in Microsoft Office, especially excel Organisational and communication skillsTeamwork mindsetAbility to analyze and solve problemsCapability of travelling outside of Lithuania when neededESSENTIAL FUNCTIONS & RESPONSIBILITES: Validate, verify, post business transactions, verify financial data for use in maintaining accounts payable records, and provide other clerical support necessary to pay the obligations of the organizationProcess payments, both manual and automatic check requests and wire paymentsMaintain and reconcile balance sheet accountsMaintain copies of vouchers, invoices or correspondence necessary for filesClarify any questionable invoice items, prices or receiving signaturesObtain proper information and/or data regarding invoice paymentsAssist during monthly closure – make sure that all payable invoices are registered into accounting systemHandle and post administrational invoicesCheck various mail requests, statements and communicate in a polite manner both with creditors and forwardersPerform other tasks, such as VAT declarations, currency uploading or other tasks if/when they are assignedCooperate with GL accountants and auditors providing data, answering to questionsTrain colleagues and share informationReplace colleagues during vacation, sick leave periods both in Accounts Payable team and departmentOther duties and projects as neededMake sure, that all weekly procedures are done by using the Companys guidelines
https://www.executiveplacements.com/Jobs/A/Accounts-Payable-Specialist-1259589-Job-Search-02-05-2026-05-00-15-AM.asp?sid=gumtree
Invalid date
Executive Placements
View More
Back To SearchGumtree Safety Tips
1.Meet in a public space to see the item and exchange money.
2.Never send your item before receiving the money.
3.Never send or wire money to sellers or buyers.