Wealth Adviser Assistant worcester, Western Cape Permanent
3 weeks ago
**Designation**:
- Wealth Adviser Assistant |Worcester, Western Cape| Permanent
**Category**:
- Client/Intermediary Services
**Job Level**:
- Semi-skilled and discretionary decision making
**Posted by**:
- PSG Financial Services
**Posted on**:
- 05 Nov 2024
**Reference Number**:
- POS37813
**Closing date**:
- 07-Mar-2025
**Position Type**:
- Permanent
**Location**:
- Worcester Adderley Street
**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT | WORCESTER, WESTERN CAPE | 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**:
To provide an effective office assistant function to Advisers through reliable support and client administration.
**Responsibilities**:
Client administration:
- Ensure adequate knowledge of product provider websites and contact numbers
- Produce any documents or correspondence as required by the Adviser, Para-Planner or Practice Manager
- Prepare prospective client files as needed
- Prepare and file new customer files as needed
- Generate investment statements/tax certificates as required
- Ensure all documents are loaded on the electronic system
Other Responsibilities:
- Administration
- Client Relationship Management
- Gather Policy information
- Compile a summary of information
- Research product information
- Handling and solving of client enquiries
- Diary management
- Reporting of new business statistics
- Preparation of review appointments
- Maintaining CRM system
**Minimum Requirements**:
- Matric
- Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management/Financial Planning) or BCom (Economics)
- 1 - 3 years’ experience in the Financial Services industry
- Computer literacy (MS Office Word, Excel, Outlook)
**Competencies**:
- Client service and telephone etiquette
- Team-player
- Time management
- Energetic and eager to learn
- Attention to detail and accuracy
- Initiative
- Ability to work independently
**How to apply**:
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