Wealth Assistant

**Job Advert Summary**:
The focus of this position is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to assist. Communication with others is based on knowledge of repetitive job routines and procedures. Consistent, error free work based on defined regulations and standards are key measures of job performance success. The successful incumbent will be responsible for administration, client relationship management and investment analysis and proposals.

The position provides support to KZN and other Wealth Managers.

**Minimum Requirements**:
**Qualifications**
- Grade 12
- A 3-year tertiary qualification advantageous

**Experience**
- At least 2 years’ experience in the financial services or Life Assurance industry in an administrator role
- Administration and capturing experience
- Excellent data entry/keyboard skills
- Knowledge of PPS administration and relevant product knowledge would be advantageous

**Knowledge**
- Computer Literate (MS Office Package)
- Basic knowledge of the Life Assurance or Financial Services Industry

**Competencies**
- Have excellent administration skills
- Have good problem-solving abilities
- Display attention to detail and analytical skills
- Have strong organisational skills
- Be solution driven and take accountability and responsibility of own work
- Deadline and target driven particularly in a production environment
- Be adaptable
- Have an ability to work within a team work environment
- Have stress tolerance and resilience

**Duties and Responsibilities**:

- This incumbent will be responsible for providing a professional service to PPS members and associated parties.
- This will include working across all areas in Servicing and Administration with the ability to process in all facets of the department and resolve queries from start to end.
- They will be required to make decisions within their mandate and execute a higher quality of service combined with increased quantity as per the performance contract.
- He/she must excel in a pressurized environment and be a quick thinker that applies logic in decision making.
- The incumbent must be flexible and embrace change and lead the way in change management.
- Have a reduced element of error with accuracy and attention to detail in processing work.
- Provide customers with product and service information
- Identify and escalate priority issues
- Present product and process information to members/staff on a proactive basis, demonstrating a high level of understanding of the business
- Take ownership of service level standards and ensure they are reached consistently
- Escalate systems failures to the appropriate support team in order for the team to stay productive
- Agree duties with team members in order to achieve operational targets including prioritisation and work schedules