Wealth Adviser Assistant

2 weeks ago

Benoni, South Africa PSG Konsult Full time

**Job description**:
**Responsibilities**:

- Gather Policy information.
- Compile a summary of information.
- Research product information
- Handle and solve client enquiries (all existing business enquiries)
- Diary management for new and existing business cases
- Diary management for Wealth Adviser
- Arrange appointments between Wealth Adviser and Clients
- Prepare investment review appointments.
- Maintain CRM system.
- Rebalance and maintain existing portfolios.
- Prepare and distribute monthly/quarterly statements.
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships.
- Record details of transactions
- Maintain Service Level agreement deadlines.
- Manage policy renewals.
- Ensure FAIS Compliance
- Load new/existing business policies.

**Minimum requirements**:

- Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
- 0-2 Years experience in Financial Services.
- Strong administrative skills
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Competencies required**:

- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Team player

**How to apply**:
**Job Type**: Permanent

Application Deadline: 2024/02/14

Application Deadline: 2024/02/14

  • Equipment Hire Controller

    4 weeks ago

    Benoni, South Africa Kontak Recruitment SA Full time

    Benoni, Gauteng - Administrative **Equipment Hire Controller (JB4296)** **Benoni, Gauteng** **R6500.00 per month** **Duration: Permanent** Calling all school leavers! **Minimum Requirements**: Excellent verbal and written communication skills. Strong organizational skills and attention to detail. Ability to multitask and prioritize tasks...