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Investment Services Associate

1 week ago

Port Elizabeth, Eastern Cape, South Africa Saint-Gobain Africa Full time

About the Role:

  • We are seeking an Investment Services Associate to join our team at Saint-Gobain Africa.
  • The successful candidate will be responsible for servicing clients, assimilating investment values, and preparing retirement planning documents.

Key Responsibilities:

  • Servicing of clients
  • Assimilate investment/fund values, investment performance statistics, and astute information of clients
  • Compiling and preparation of retirement planning, investment proposals, and client review documentation
  • Assist with new/review clients' wills in consultation with the Wealth Planner/Manager
  • Make payments on behalf of clients through the corporate saver account
  • Track payments into the corporate saver account and forward payments to investment companies
  • Attend to client complaints and enquiries in consultation with Wealth Planner/Manager
  • Ensure that the principles of TCF are applied in all interaction with clients
  • Processing new business
  • Implementation of clients' instructions regarding investments, insurance policies, etc., in consultation with Wealth Manager
  • Obtain confirmation from service providers regarding implementation of client instructions
  • Written communication/confirmation to clients regarding instruction implementation
  • Follow up on outstanding/incomplete client business and consult with/remind the Wealth Planner
  • Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
  • Prepare an extensive handover file for the Wealth Manager, ensuring that all compliance tasks have been completed
  • General Administration:
  • Ensure that client documentation is in compliance with FICA & FAIS legislation
  • Scheduling meetings for Wealth Planner and organising diary
  • Recording of all client interaction and updating of client records upon completion of every interaction in terms of company policies
  • Maintain client records and database, both hard copies and electronically according to company policies
  • Binding of company documents
  • Relief duties for Administrative Assistant/Reception/Corporate Cash Manager
  • Ad hoc duties that include the above but are not limited to it

About You:

  • A tertiary qualification would be advantageous
  • Experience in the financial services industry is essential

Language Proficiency:

  • Excellent knowledge of English (read, write)
  • Excellent knowledge of Afrikaans (read, write, speak)

What We Offer:

  • A competitive salary package
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment