WEALTH ASSISTANT

3 days ago
Bellville, Western Cape, South Africa Competent Candidates Full-time R 180,000 - R 300,000/year

To provide the required and relevant professional assistance to the Wealth Planner or Advisor in the administration and implementation of clients' financial reviews and investment instructions

  • -Processing new business for new and existing clients
  • -Implementation of clients' instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providers
  • -Obtain confirmation from service providers regarding implementation of instructions above
  • -Written communication/confirmation to clients regarding investment instruction implementation
  • -Servicing of existing clients
  • -Assimilate investment/fund values, investment performance statistics and Astute information of clients
  • -Compiling, binding and preparation of proposals and client review documentation
  • -Make payments on behalf of clients through the corporate saver account

General Administration

  • -Scheduling meetings for Wealth Planner/Advisor and organising diary
  • -Recording of client interactions and updating of client records upon completion of interaction
  • -Maintaining client records and database according to company policies
  • -Beneficiary Risk Rating and screenings
  • -Assistance with Wealth Special Projects on an ad hoc basis
  • -Proactively manage tasks and ensure that all instructions are attended to efficiently.

Job Evaluation Criteria

Formal Education

  • -Matric

Experience:

  • -Administrative experience in financial services is essential
  • -2-3 years' experience in the investment financial services industry

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