Wealth Adviser Assistant
4 weeks ago
**Job description**:
**Responsibilities**:
- Gather client policy and investment information
- Compile logical summaries of information
- Research product information
- Assist with preparation of client proposals
- Load new/existing business policies
- Handle and solve client enquiries
- Diary management for new and existing business cases
- Diary management for wealth adviser - arrange appointments between wealth adviser and clients
- Prepare investment reviews
- Rebalance and maintain existing portfolios
- Manage administrative documentation (detailed records)
- Process transactions
- Record details of transactions
- Maintain CRM system
- Prepare and distribute monthly/quarterly statements
- Build and maintain good working relationships
- Maintain service level agreement deadlines
- Ensure FAIS Compliance
**Minimum requirements**:
Matric
RE 5 (Advantageous)
2+ years wealth / life insurance experience
Strong administrative skills
Proficient in both spoken and written English
Computer literacy (MS Office)
**Competencies required**:
- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Team player
**How to apply**:
**Education**:
- High School (matric) (required)
**Experience**:
- life insurance or wealth: 2 years (required)
License/Certification:
- RE 5 Certificate (preferred)
**Location**:
- Pretoria, Gauteng (preferred)
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