SENIOR WEALTH ASSISTANT

5 days ago


Bellville, South Africa Jobted ZA C2 Full time

Your:

- Formal Education:

- Matric

- NQF 5 & 6 would be advantageous (In Wealth Management)

- Experience:

- 5+ years experience in the investment financial services industry is essential

- 3+ Experience in the broker support environment is essential

- Competencies:

- Proficient in English (read, write, speak) Afrikaans is advantageous

- Competent on service providers website functionalities (Investment and risk service providers)

- Service provider products (Investment and risk platforms)

will enable you to:

Processing new business for new and existing clients:

- Ensure all documentation and information is prepared in accordance to company policies
- Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor
- Handling of retirement claims, mainly focusing on Public sector funds.
- Section 14 & Section 37 transfers
- Assist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.
- Facilitate the Transfer from Living Annuity to Life Annuity process

Servicing of existing clients:

- Assist with the review of clients Wills in consultation with the Wealth Manager/Advisor
- Make payments on behalf of clients through the Investec corporate saver account
- Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor

General Administration:

- Ensure that client documentation is in compliance with FICA & FAIS legislation
- Recording of client interaction and updating of client records upon completion of interaction
- Maintain client record and database according to company policies
- Attend to Death Claim processes and documentation
- Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
- Assistance with Wealth Special Projects on ad-hoc basis
- Actively building relationships with clients via telephone, in person and via email.
- Proactively managing tasks and ensure that all instructions are attended to in an efficient way.



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