Investment Assistant Coordinator

1 day ago


Cape Town, Western Cape, South Africa Real Time Wealth Full time
Overview of Role
We are seeking a skilled and experienced individual to fill the position of Financial Advisor/Assistant at Real Time Wealth. This role is crucial in providing exceptional support to our clients and contributing to the growth and success of our company.

Responsibilities
The successful candidate will be responsible for:
  • Providing support to our clients, ensuring they receive the best possible service and maximizing the benefits from their products.
  • Managing client onboarding and support, including ensuring correct FICA, RMPC, and all documentation and compliance are in place.
  • Processing switches on Allan Gray and 91 platforms, handling amendments with financial impact, and general administration and management of the Financial Advisor's diary and emails.
  • Following up on tasks in process, escalating with providers when out of turnaround time, and keeping clients informed of progress.

Requirements
To succeed in this role, the ideal candidate will possess:
  • Comprehensive definitions used by Investment houses.
  • Basic tax knowledge.
  • Process for amendments with financial impact, i.e. debit order date change, change of banking details, option changes, clawbacks, withdrawals and cancellations.
  • Billing types, i.e. advance and arrears billing.
  • Complete knowledge of transferring pension/provident funds to retail investment platforms.
  • Processes for client education: manual contribution payments, requesting documents and membership cards, app navigation, requesting authorisation, activating benefits and claim process.
  • Good planning, communication, and organising abilities.
  • Ability to prioritise tasks.
  • Problem-solving skills.
  • Time management skills and ability to meet deadlines.
  • At least 5 years experience in the financial services industry.
  • Fluent in Afrikaans and English. If either is not your first language, the application will be rejected.
  • Accurate and fast typing skills.

Key Attributes
The successful candidate will demonstrate:
  • Professionalism in all interactions with clients.
  • Familiarity with FAIS code of conduct.
  • Strong communication and interpersonal skills.

Employment Details
This is a full-time position requiring dedication and commitment.

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