Wealth Manager Assistant

About Time Solutions is assisting a well-established and reputable Wealth Management Organization in recruiting a Wealth Management Assistant to join their team for a 4 month fixed-term contract with the potential to go permanent should the opportunity arise.

This position is responsible for providing administrative support to a small team of Financial Advisors and will include daily face-to-face contact with clients, beneficiaries and 3rd party providers.

Key Requirements for Successful Candidates include:

-previous experience in a similar function (min 2-5 years)
-Grade 12 (accounting preferred)
-fully computer literate
-Ability to work independently and as part of a team
-strong attention to detail
-excellent customer service track record
-problem solving skills
-top-notch organizational skills
-high levels of initiative