WEALTH ASSISTANT

3 days ago

Cape Town, South Africa HR Genie Full time

An established company with a national footprint within the financial sector is seeking to hire a highly skilled Jnr Bookkeeper to join their team IN bELLVILLE.The successful candidate will be providing the required and relevant professional assistance to the Advisor in the administration and implementation of clients financial reviews and investment instructions.Processing new business for new and existing clientsImplementation of clients instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providersObtain confirmation from service providers regarding implementation of instructions aboveWritten communication/confirmation to clients regarding investmentinstruction implementationServicing of existing clientsAssimilate investment/fund values, investment performance statistics and Astute information of clientsCompiling, binding and preparation of proposals and client review documentationMake payments on behalf of clients through the corporate saver accountGeneral AdministrationScheduling meetings for Wealth Manager/Advisor and organizing diaryRecording of client interaction and updating of client records upon completion of interactionAssist with preparation of client annual reviewMaintain client record and database according to company policiesBeneficiary Risk Rating and screeningsAssistance with Wealth Special Projects on ad-hoc basisProactively managing tasks and ensure that all instructions are attended to in an efficient way.Evaluation Criteria required:Formal Education: MatricExperience:Administrative/secretarial experience is essential2-3 years experience in the investment financial services industryCore requirements are:Knowledge in:Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook)Proficient in Afrikaans and English (read, write, speak)Competent on service providerswebsite functionalitiesService provider productsPersonal AttributesInitiative and proactive Time management Enthusiasm and drive Persuasive communication Results drivenService delivery Team playerAbility to work under pressure Attention to detailAbility to multitask and prioritise

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