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Wealth Adviser Assistant

4 months ago

Northern Suburbs, South Africa CA Financial Appointments Full time

Join one of the leading Financial Advisory firms in South Africa as a Wealth Administrator.** This is an Employment Equity opportunity**

**Responsibilities**:

- Gather Policy information
- Compile a summary of inforation
- 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

**Requirements**:

- Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) / Risk Management (Preferably with CFP)
- 2- 3 Year experience in Financial services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
- Strong administrative skills