wealth assistant

1 week ago

Port Elizabeth, Eastern Cape, South Africa HR Genie Full time

Your:

  • Formal Education
    • Matric
    • Appropriate Tertiary qualifications would be advantageous
  • Experience
    • Appropriate Administrative experience in the financial services industry is essential
  • Critical Competencies
    • Excellent knowledge of English (read, write)
    • Excellent knowledge of Afrikaans (read, write, speak)

will enable you to fullfill the following duties:

  • Servicing of clients
    • Assimilate investment/fund values, investment performance statistics and Astute information of clients;
    • Compiling and preparation of retirement planning, investment proposals and client review documentation;
    • Assist with new/review clients wills in consultation with the Wealth Planner/Manager;
    • Make payments on behalf of clients through the corporate saver account;
    • Track payments into the corporate saver account and forward payments to investment companies;
    • Attend to client complaints and enquiries in consultation with Wealth Planner/Manager;
    • Assist clients in obtaining tax certificates, etc. if/when required;
    • Ensure that the principles of TCF are applied in all interaction with clients.
  • Processing new business
    • Implementation of clients instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Manager and submission of relevant documentation to appropriate service providers;
    • Obtain outstanding documentation and requirements and arrange for medicals etc. to finalise proposals;
    • Obtain confirmation from service providers regarding implementation of client instructions;
    • Written communication/confirmation to clients regarding instruction implementation;
    • Follow up on outstanding/incomplete client business and consult with/remind the Wealth Planner;
    • Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy;
    • Prepare an extensive handover file for the Wealth Manager, ensuring inter alia that all compliance tasks have been completed.
  • General Administration
    • Ensure that client documentation is in compliance with FICA & FAIS legislation;
    • Scheduling meetings for Wealth Planner and organising diary;
    • Recording of all client interaction and updating of client records upon completion of every interaction in terms of company policies;
    • Maintain client records and database, both hard copies and electronically according to company policies;
    • Binding of company documents;
    • Arrange for postage/courier duties;
    • Relief duties for Administrative Assistant/Reception/Corporate Cash Manager;
    • Ad hoc duties that include the above but are not limited to it.

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