Wealth Administrative Assistant

2 weeks ago

Cape Town, Western Cape, South Africa Perfect Placement Recruitment Full time

Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role in supporting the efficient operation of our financial planning and investment services.

Job Title:
Wealth Administrative Assistant

Location:
Cape town

Salary:
Market related

Closing date:
End May 2024

Responsibilities

  • Handling telephone communications, including both incoming and outgoing calls. Take messages and relay them promptly to the Financial Planner.
  • Recording and saving telephone communications into our workpool system for recordkeeping purposes.
  • Assisting the Financial Planner and Para-Planner with administrative tasks related to new and existing business, including longterm assurance policies, medical aids, gap cover, wellness programs, and investments.
  • Processing amendments to client accounts based on instructions received from clients or the planner using the designated workflow process.
  • Sending medical aid, gap cover, policy, and investment documents to clients as required.
  • Corresponding with clients regarding annual reviews, policy amendments, and other related matters.
  • Coordinating appointment scheduling based on the Financial Planner's confirmed calendar.
  • Updating registers for new business, cancellations, and training activities.
  • Reporting client complaints to management for resolution.
  • Providing mentorship and training to junior staff when necessary to support their development.
  • Assisting the Financial Planner in attracting and retaining clients through excellent service delivery.
  • Handling amendment requests promptly, considering cutoff dates for debit orders and changes to payment details.
  • Establishing and maintaining relationships with clients, product providers, and other stakeholders.
  • Responding to client requests in a timely manner and providing feedback accordingly.
  • Ensuring compliance with regulatory requirements (FICA, RMCP, FAIS) for every client interaction.
  • Managing the Financial Planner's calendar and scheduling tasks effectively.
  • Staying updated on industry developments, product knowledge, and regulatory changes relevant to the role.
  • Participating in internal meetings and training sessions to enhance knowledge and skills.
  • Attending external training sessions conducted by product providers, health administrators, and investment houses focused on administrative tasks.
  • Completing annual FICA tests and reporting any suspicious activities to management.

Requirements:

  • Superior relationship and management skills in order to deal with clients, colleagues and providers
  • Good knowledge of the various wealth insurance products
  • Ability to assist with new business
  • Relevant qualifications and certifications as preferred
  • Time management, work under pressure

Benefits

  • Competitive remuneration packages with company benefits.
  • Fast-paced work environment.
  • Employee centric practices.
  • Remote working conditions (hybrid teams).
  • Employee recognition and appreciation initiatives.
  • That you have no objection to us retaining your personal information in our database for future matching/ POPI Policy.
  • Due to the nature of the position, that we can do an ITC check if our client is interested in your CV.
  • That the information you have provided to us is true, correct, and up to date.

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