Wealth Investment Administrator Irene, Gauteng

1 week ago

Irene, South Africa PSG Konsult Ltd. Full time

**Designation**:

Wealth Investment Administrator | Irene, Gauteng | Permanent

**Category**:

Adviser Development Programme

**Job Level**:

Semi-skilled and discretionary decision making

**Posted by**:

PSG Financial Services

**Posted on**:

27 Nov 2024

**Reference Number**:

POS09040

**Closing date**:

11-Dec-2024

**Position Type**:

Permanent

**Location**:

R21 EB and Wealth: Irene

**Overview**:
**VACANCY | WAELTH INVESTMENT ADMINISTRATOR | IRENE, GAUTENG | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**:
To provide assistance to the Short-term Insurance Adviser. The position will focus on personal and commercial lines business.

**Responsibilities**:

- Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required
- Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner
- Work closely with Wealth Manager
- Provide ongoing feedback to clients
- Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client
- Ensure all electronic documents are loaded on the internal system
- Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios
- Deal with script transfers, personal share portfolios and load fees on IRESS system
- We welcome innovative and creative thinking
- Compliance with Internal Processes
- Deliver service and commitments to clients thus building and maintaining a trust relationship with clients
- Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports etc

**Minimum Requirements**:

- Post Graduate Diploma in Financial Planning or BCom qualification.
- 2 years’ relevant work experience in Financial Services industry
- RE5 qualification will be advantageous
- Proficient in both spoken and written English
- Computer literacy (MS Office)

**Competencies**:

- Analytical skills
- Team player
- Planning and Organising skills
- Prioritization
- Problem-solving skills
- Time management / Deadline driven

**How to apply**:

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