Wealth Assistant - Gqeberha

RPO is a Specialist Recruitment Agency that focuses on select market segments. These are Engineering, Finance, Supply Chain and Manufacturing. With over 12 years of experience in the recruitment industry, RPO Recruitment has access to over 80,000 candidates across various industries, all accessible through our highly trained and specialised recruiters. At RPO Recruitment, we have access to the most popular job portals and recruitment sites to enable us to hunt for those positions.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