Wealth Adviser Assistant

**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

Ability to commute/relocate:

- Meyerton, Gauteng: Reliably commute or planning to relocate before starting work (required)

License/Certification:

- BCom in Finance related field (required)
- RE 5 (preferred)