Wealth Assistant / Personal Assistant

Must reside locally

Ideal Candidate

The ideal candidate will be a professional, polished and highly organised individual with strong PA experience and at least 3 years of recent exposure to the financial planning or wealth management environment.

Extensive financial planning experience is not required. Someone with around one year of industry exposure and a good general understanding of financial planning could be a strong fit, provided they have excellent administrative capabilities, professionalism and the ability to learn quickly.

Remuneration: Market Related

- Monday to Thursday: 08:00 - 16:30

- Friday: 08:00 - 15:30

Requirements

- Previous Personal Assistant (PA) experience is essential.

- A minimum of approximately 1 year’s exposure to the financial planning / wealth management industry would be sufficient.

- Candidates do not need extensive financial planning experience; however, they should have a general understanding of the industry and its processes.

- Strong administrative and organisational skills.

- Excellent verbal and written communication skills.

- Professional, friendly and well-spoken with strong interpersonal skills.

- Comfortable working in a client-facing environment.

- Strong attention to detail and accuracy.

- Ability to prioritise and manage multiple responsibilities.

- Smart and well-presented due to the client-facing nature of the position.

- Ability to handle confidential client and financial information with discretion.

Key Responsibilities

- Provide comprehensive PA and administrative support within the Wealth Management practice.

- Assist with day-to-day financial planning administration.

- Manage diaries, appointments, meetings and scheduling.

- Liaise professionally with clients, financial planners and service providers.

- Assist with client queries and ensure appropriate follow-up.

- Prepare and maintain client documentation and records.

- Assist with applications, forms and supporting financial planning documentation.

- Maintain accurate filing and record-keeping systems.

- Coordinate correspondence, emails and telephone communication.

- Follow up on outstanding documentation and administrative requirements.

- Prepare documentation ahead of client meetings.

- Ensure client information is accurately maintained and treated confidentially.

- Provide general office and administrative support as required.

Please take note: if you have not been contacted within 14 days, please consider your application unsuccessful.