wealth assistant

3 days ago

Bellville, Western Cape, South Africa Competent Candidates Full time R40 000 - R60 000 per year

Our client, an established company within the financial sector, is seeking to hire a highly skilled and experienced Wealth Assistant to join their team. This is an excellent opportunity for an individual with strong administrative abilities to grow their career within a reputable organisation.

Education and experience:

  • Matric
  • Administrative/secretarial experience is essential
  • 2-3 years' experience in the investment financial services industry
  • Proficiency in English and Afrikaans.

Duties:

Processing new
business for new
and existing clients:

  • Implementation of clients' instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providers
  • Obtain confirmation from service providers regarding the implementation of the instructions above
  • Written communication/confirmation to clients regarding investment instruction implementation

Servicing of existing clients

  • Assimilate investment/fund values, investment performance statistics, and Astute information of clients
  • Compiling, binding, and preparation of proposals and client review documentation
  • Make payments on behalf of clients through the corporate savings account

General Administration:

  • Scheduling meetings for Wealth Manager/Advisor and organizing the diary
  • Recording of client interaction and updating of client records upon completion of interaction
  • Assist with the preparation of the client's annual review
  • Maintain client records and database according to company policies
  • Beneficiary Risk Rating and screenings
  • Assistance with Wealth Special Projects on an ad-hoc basis
  • Proactively managing tasks and ensuring that all instructions are attended to efficiently.

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