Investment Marketing Assistant

2 weeks ago


Bellville, Western Cape, South Africa Your Outsourced Full time

INVESTMENT MARKETING ASSISTANT


Our Client is looking for a Marketing Assistant, who will assist the Wealth Planners with any administration, with the primary focus on investments and retirement funds.


Responsibility:

Duties include, but are not limited to:

  • Support to Wealth Planner


General Support
  • Calendar management, chasing outstanding info
  • Customer Service Delivery
  • Task Management


Clear Communication
  • With both internal and external stakeholders
  • First line of query management and support
  • Product Administration

Full understanding of Investment Product Administration:

  • Living unities annuities
  • Life annuities
  • Retirement annuities
  • Preservation funds
  • Discretionary investments
  • Endowments
  • Tax free savings investments
  • New business
  • Obtain supporting information such as FICA, bank details, medical information, etc.
  • Submit new business forms
  • Debit orders followup
  • Claims process and followup
  • Follow up with provider
  • Inform client once issued
  • Ensure that all final / signed compliance is sent to the client
  • Update CRM accordingly
  • Maintenance of clients
  • Ensure you provide regular feedback / updates to clients
  • Keep CRM and Product Provider updated
  • Schedule meetings with Wealth Planner and arrange refreshments
  • Capture CCM Payments

Requirements:

  • Matric
  • Min 2 years' Experience in investment administration

Salary:
R15, R20,000.00 per month

Application Deadline: 2023/08/28

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