Wealth Investment Administrator

2 weeks ago


Stellenbosch, South Africa PSG Wealth Financial Planning Full time

Responsibilities:

- Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required.
- Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
- Work closely with Wealth Manager
- Provide ongoing feedback to clients.
- Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
- Ensure all electronic documents are loaded on the internal system.
- Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios
- Deal with script transfers, personal share portfolios and load fees on IRESS system
- We welcome innovative and creative thinking.

Compliance to Internal Processes:

- Deliver service and commitments to clients thus building and maintaining a trust relationship with clients.
- Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports etc.

Minimum requirements:

- Post Graduate Diploma in Financial Planning or Bcom qualification.
- 3 years relevant work experience in Financial Services industry
- RE5 qualification will be a requirement.
- Proficient in both spoken and written English
- Computer literacy (MS Office)

Competencies required:

- Analytical skills
- Team player
- Planning and Organising skills
- Prioritization
- Problem-solving skills

Time management / Deadline driven

Application Question(s):

- Do you have 3 years relevant work experience in Financial Services industry ?

**Education**:

- Diploma (required)

**Experience**:

- Wealth Investment: 3 years (required)

Ability to Commute:

- Stellenbosch, Western Cape (required)

Ability to Relocate:

- Stellenbosch, Western Cape: Relocate before starting work (required)


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