Wealth Advisor Assistant

2 weeks ago

Randburg, South Africa PSG Konsult Full time

Company industry:
Financial Services

Job location:
Randburg, Gauteng

Career level:
Junior

Employment status:
Full Time

Qualification:
Matric

Years of experience:
3 - 5 years

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

Minimum requirements:

- NQF4 or NQF5 qualification
- Regulatory Exam for Representatives passed (RE5)
- 3 - 5 years relevant work experience within the financial services industry
- 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)

Recommended requirements:

- Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)

Competencies required:

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

Ability to commute/relocate:

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

  • Wealth Adviser Assistant

    1 month ago

    Randburg, 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 -...

  • Personal Assistant

    1 month ago

    Randburg, South Africa Flink South Africa (PTY) LTD Full time

    Our Client in Randburg is looking for a Personal Assistant to join thier team. Role Name: Personal Assistant CTC: R 7500 to R 8000 Qualifications: Must have Matric, Admin related qualification will be benificial. Years of experience: Entry level but 1 - 2 years within insurance and tender environment will be benificial. Location: Randburg, person's...

  • Workshop Manager/service Advisor

    1 week ago

    Randburg, South Africa CARtime SA Full time

    Our workshop in Randburg, Gauteng is looking for a Workshop Manager/Service Advisor, MUST have a valid driver's license. Applicant who has previously worked for an aftermarket service center such as BOSCH, e-Car, Car Service City, CARtime, Car Care Clinic etc. will be given preference. **Requirements**: - Customer service skills - Communication skills -...

  • Office Pa/ Support Administrator

    1 month ago

    Randburg, South Africa CareerfinderZA Full time

    Key Performance Area: - Acting as a first point of contact, dealing with correspondence and phone calls - Assist financial advisor with client support - Travel arrangements if required - Managing diaries and organising meetings/appointments - Typing, compiling and preparing reports - Minutes of meetings - Manage requests and queries - Implementing and...

  • Service Advisor

    1 month ago

    Randburg, South Africa Clicks Group Limited Full time

    **Listing reference**: click_015128**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Other: FMCG, Retail, Wholesale and Supply Chain**Location**:Randburg - **Contract**:Permanent**Remuneration**:Market Related - **EE position**:Yes**Introduction** - To ensure service excellence at the point of sale by...

  • Senior Project Manager

    4 weeks ago

    Randburg, South Africa HR Genie Full time

    Our Client a Global Tech firm is seeking a Senior Project Manager to join their team in Randburg on a contract basis. They offer stability, growth, attractive rates and a great working environment. Purpose To Evaluate, Scope and implement programs/ projects to agreed time, within cost and quality parameters, but not limited to this. To act as an advisor to...

  • Workshop Foreman

    2 weeks ago

    Randburg, South Africa Sydsen Group (Pty) Ltd Full time

    Dealership Workshop Foreman - Johannesburg North / West RandA fast growing Dealership Brand based in the West Rand is looking for a Workshop Foreman.This position can grow into a Workshop Manager position. Requirements:Proven experience as a Vehicle Workshop Foreman or similar role.Strong technical knowledge of automotive systems, diagnostics, and...

  • IT Project Manager

    4 weeks ago

    Randburg, South Africa HR Genie Full time

    Our Client a Global Tech firm is seeking an IT Project Manager to join their team in Randburg on a contract basis. They offer stability, growth, attractive rates and a great working environment. Purpose As a Project Manager, you will be responsible for leading projects and ensuring they are completed on time. You'll manage the IT department to ensure that...

  • Manager: Disease Management

    1 week ago

    Randburg, South Africa M&M Staffing Solutions Full time

    **ROLE PURPOSE** Accountable for the implementation of tactical work plans and formulate associated procedures to minimise the financial risk of the Scheme by implementing, maintaining, and improving the defined care programs with special emphasis on Medicine Management, Disease Management, and Ambulatory Care; providing clinical support for maintaining the...

  • Manager: Disease Management, Medicine Management

    4 weeks ago

    Randburg, South Africa Davotac Consulting Full time

    ROLE PURPOSE Accountable for the implementation of tactical work plans and formulate associated procedures to minimise the financial risk of the Scheme by implementing, maintaining, and improving the defined care programs with special emphasis on Medicine Management, Disease Management, and Ambulatory Care; providing clinical support for maintaining the...