Wealth Administrative Assistant

2 weeks ago

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

Our Client is seeking a Wealth Administrative Assistant to play a vital role in supporting the smooth operation of our financial planning and investment services.

Job Title: Wealth Administrative Assistant

Location: Cape Town

Salary: Market-related

Closing Date: End of June 2024

Responsibilities

  • Handling telephone communications, including both incoming and outgoing calls, taking messages, and promptly relaying them to the Financial Planner.
  • Recording and saving telephone communications in our workpool system for record-keeping purposes.
  • Assisting the Financial Planner and Para-Planner with administrative tasks related to new and existing business, such as long-term assurance policies, medical aids, gap cover, and investments.
  • Processing client account amendments based on received instructions using the designated workflow process.
  • Managing email correspondence, including responding to client inquiries, document distribution, and appointment scheduling.
  • Sending necessary documents to clients, corresponding with them regarding reviews, amendments, and other matters.
  • Coordinating appointment scheduling based on the Financial Planner's 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 needed to support their growth.
  • Supporting the Financial Planner in client retention through excellent service delivery.
  • Promptly processing new business applications and handling amendment requests within specific timeframes.
  • Establishing and nurturing relationships with clients, product providers, and stakeholders.
  • Responding to client requests promptly and ensuring compliance with regulatory requirements in all interactions.
  • Managing the Financial Planner's calendar and tasks efficiently.
  • Staying updated on industry developments, product knowledge, and regulatory changes.
  • Participating in internal meetings and training sessions to enhance skills and knowledge.
  • Attending external training sessions related to administrative tasks.
  • Completing annual FICA tests and reporting any suspicious activities.

Requirements

1. Strong relationship and management skills for client, colleague, and provider interactions.
2. Thorough knowledge of wealth insurance products.
3. Ability to assist with new business processes.
4. Relevant qualifications and certifications are preferred.
5. Effective time management and ability to work under pressure.

Benefits

  • Competitive remuneration packages with company benefits.
  • Fast-paced work environment.
  • Employee-centric practices.
  • Remote working conditions with hybrid teams.
  • Employee recognition and appreciation initiatives.

By submitting your information and application, you confirm:

1. Agreement to retain your personal information in our database for future matching as per POPI Policy.
2. Consent for an ITC check if your CV is of interest to our client.
3. Accuracy and truthfulness of the information provided.

  • Regional Administrator for Wealth Advisers

    2 weeks ago

    Cape Town, Western Cape, South Africa PSG Wealth Financial Planning Full time

    Job description:PSG is recruiting for an exciting and challenging career opportunity for a Regional Administrator to provide regional management, operational management and projects support to the Regional Manager.Responsibilities: Operational support to wealth advisers Communication to wealth advisers/assistants & offices Diary management and travel...

  • 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 AssistantLocation: Cape townSalary: Market relatedClosing date: End May 2024Responsibilities Handling telephone communications, including both...

  • Wealth Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa Sable Group Full time

    Are you energetic, ambitious and looking to develop your career? Our Cape Town Wealth department is looking to add a Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We are looking for someone with an interest in the industry who is looking to diversify their...

  • Wealth Administrator Market Related

    2 weeks ago

    Cape Town, Western Cape, South Africa Ca Financial Appointments Full time

    These jobs were popular with other job seekers Drake Personnel (SA) Pty Ltd - Cape Town Drake Personnel (SA) Pty Ltd - Cape Town My client is a leading Wealth Manager and needs a suitably qualified Wealth AdministratorResponsibilities:Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to...

  • Executive Assistant

    2 weeks ago

    Cape Town, Western Cape, South Africa Financial Wealth Capital Full time

    Key duties, but not limited to:Manage a complex calendar, schedule meetings and appointments, and make travel arrangements Act as a liaison between the executive and internal and external stakeholders Coordinate and manage projects register Organize and maintain an efficient filing system, both electronic and paperbased Proactively identify and implement...

  • Administrator Investment Absa Wealth Ops

    2 weeks ago

    Cape Town, Western Cape, South Africa 1001 Absa Bank Full time

    Administrator Investment Absa Wealth Ops page is loaded Administrator Investment Absa Wealth Ops Apply locations Cape Town time type Full time posted on Posted 8 Days Ago job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a...

  • Lead Generator/ Paraplanner

    2 weeks ago

    Cape Town, Western Cape, South Africa Wealth Doctors Full time

    Job Opportunity: Lead Generator/ParaplannerWealth Doctors Financial Services is hiring a Lead Generator/Paraplanner to join our dynamic teamIf you have a passion for lead generation, financial planning, and a drive to succeed, this is the perfect opportunity for youResponsibilities:Qualify leads and gather client informationSchedule appointments for...

  • Wealth Manager Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa Featherway Recruiting Full time

    Wealth Manager AdministratorKEY AREAS OF RESPONSIBILITY Clear understanding of investment and risk products Gather policy information Research product information Prepare and implement financial planning & investment proposals Handle and solve client enquiries Maintain Client Relationship Management systemPERSONAL COMPETENCIES & SKILLS Must have a "can do"...

  • Wealth Manager Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa Featherway Recruiting Full time

    Wealth Manager AdministratorsLocation: Cape Town Northern SuburbsStart Date:ASAPSenior administrative team lead Team management experience preferableRemuneration: R R 28 000General investment administrator Strong insurance and investment administration skills required.Remuneration R R30 000Requirements:- - 5> Years insurance and investments administration...

  • Para-planner/wealth Management Associate

    2 weeks ago

    Cape Town, Western Cape, South Africa SET Recruitment Consultants Full time

    Excellent career opportunity to support senior Wealth Manager and be responsible for providing administrative support in all aspects of their portfolio. you will be the coordinator of information between clients, the Wealth Manager and institutions as well as in-house technical specialists.Administrative support to Wealth ManagerProfessional Liaison with...

  • Property Portfolio Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, South Africa's premier property investment firm, is on the lookout for a Portfolio Administrator to become a valuable member of their crew based in vibrant Cape Town.Requirements for this role:NQF 4 qualification or actively pursuing oneMinimum of 2 years experience in a similar roleProficiency in handling rentalsFamiliarity with...

  • Sage300 HR Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa Financial Wealth Capital Full time

    The Human Resources Department at one of South Africa's leading FSPs is looking to hire a specialised HR Administrator. If you are a great at woriing SAGE 300, Fiancial Wealth Holding might just have an opportunity for you.Role Requirements Proficient in Sage 300 (nonnegotiable) Experience in HR Adminitration Knowledge of HR Processes & Labour Legislation...

  • Portfolio Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town.To qualify for this position, you need:NQF 4 or working towards completing your NQF At least 2 years of experience in a similar position Experience with rentals Experience with PayProp Great administrative skills...

  • Senior Wealth Manager/Managing Director

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: Senior Wealth Manager/Managing Director (Guernsey)Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate...

  • Group Payroll And Benefits Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Titan Wealth Holdings Limited Full time

    GPP a Titan Wealth Company GPP is a multi-award-winning UK-based financial services firm that provides execution, structured products, clearing, and custody services to broker-dealers, wealth managers, family offices, and professional traders. Clients are able to access the global financial markets via GPP's multi-asset class trading platform, which provides...

  • Cloud Engineer

    2 weeks ago

    Cape Town, Western Cape, South Africa Titan Wealth Holdings Limited Full time

    GPP a Titan Wealth Company GPP is a multi-award-winning UK-based financial services firm that provides execution, structured products, clearing, and custody services to broker-dealers, wealth managers, family offices, and professional traders. Clients are able to access the global financial markets via GPP's multi-asset class trading platform, which provides...

  • Saipa Trainee Accountants

    2 weeks ago

    Cape Town, Western Cape, South Africa Igrow Wealth Investments Full time

    IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for SAIPA Trainee Accountants to join their team in Cape Town. Should you want to do your articles with one of the top companies next year and join our dream team, please apply below.To qualify for this position, you need: Completed BCom, Management Accounting or Financial...

  • Private Wealth Banker

    2 weeks ago

    Cape Town, Western Cape, South Africa Absa Bank Limited Full time

    Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo build...

  • Team Lead

    2 weeks ago

    Cape Town, Western Cape, South Africa Titan Wealth Holdings Limited Full time

    GPP a Titan Wealth Company GPP is a multi-award-winning UK-based financial services firm that provides execution, structured products, clearing, and custody services to broker-dealers, wealth managers, family offices, and professional traders. Clients are able to access the global financial markets via GPP's multi-asset class trading platform, which provides...

  • SAIPA Trainee Accountants

    2 weeks ago

    Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for SAIPA Trainee Accountants to join their team in Cape Town. Should you want to do your articles with one of the top companies next year and join our dream team, please apply below. To qualify for this position, you need: Completed BCom, Management Accounting or Financial...