Financial Adviser Assistant

20 hours ago

Stellenbosch, Western Cape, South Africa PSG Wealth Full time R37 000 - R90 000 per year

Job description:

The successful candidate will be responsible for administration & interacting with clients by managing relationships and providing client services. You will ensure new business implementation, reception duties and excellent office administrative skills.

Responsibilities:

·     
Gather Policy information

·     
Compile a summary of information

·     
Research product information

·     
Handle new application and quotations

·     
Handle and solve client enquiries (all existing business enquiries)

·     
Diary management for new and existing business cases

·     
Diary management for Wealth Adviser

·     
Arrange appointments between Wealth Adviser and Clients

·     
Prepare investment review appointments

·     
Maintain CRM system

·     
Process client queries and instructions

·     
Prepare and distribute monthly/quarterly statements

·     
Manage Administrative Documentation (detailed records)

·     
Build and maintain good working relationships

·     
Record details of transactions

·     
Maintain Service Level agreement deadlines

·     
Manage policy renewals

·     
Ensure FAIS Compliance

·     
Load new/existing business policies

Minimum requirements:

·     
Tertiary Qualification

·     
5 Years relevant Experience

·     
Strong administrative skills

·     
Proficient in both spoken and written English, and Afrikaans

·     
Computer literacy (MS Office)

Competencies required:

·     
Customer Service

·     
Communication skills (verbal & written)

·     
Problem solving

·     
Attention to detail

·     
Team player

How to apply:

Candidates interested must submit their CV to

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