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Investment Support Specialist

2 weeks ago

Cape Town, Western Cape, South Africa HR Genie Full time
Job Description

We are seeking a highly skilled and experienced individual to join our team as a Senior Financial Assistant.

The successful candidate will be responsible for providing exceptional support to Wealth Managers and Advisors in the Investment Financial Services industry.

This role requires a strong understanding of investment financial services, as well as excellent communication and interpersonal skills.

Main Responsibilities:
  • Support Wealth Managers and Advisors in the preparation of client documentation and other administrative tasks
  • Process new business for new and existing clients, ensuring all documentation is prepared in accordance with company policies
  • Handle retirement claims, including Public sector funds, and facilitate transfers between different types of annuities
Additional Responsibilities:
  • Manage client records and database, ensuring accuracy and completeness
  • Collaborate with Wealth Managers and Advisors to provide effective support and solutions
  • Maintain compliance with FICA & FAIS legislation, ensuring all documentation is up-to-date and accurate