Wealth Adviser Assistant
2 weeks ago
**Designation**:
Wealth Adviser Assistant (ADP) | Meyerton, Gauteng
**Category**:
Administration and Operations
**Job Level**:
Semi-skilled and discretionary decision making
**Posted by**:
PSG Financial Services
**Posted on**:
11 Mar 2024
**Reference Number**:
POS37667
**Closing date**:
22 Mar 2024
**Position Type**:
Permanent
**Location**:
Meyerton
**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT | MEYERTON, GAUTENG | PERMANENT**
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
**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
- Investment Planning/Employee Benefits/Provident Fund & Medical Aid
**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)
- RE 5 (Advantageous)
- 1 - 2 years experience
- 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**: