Wealth Administrative Assistant

Found in: Talent ZA C2 - 2 weeks ago

Cape Town, South Africa Origin Financial Group Full time
Job Description
The Wealth Administrators role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment House, Health Administrator and the client directly. The role of the Wealth Administrator is to assist the planner with their administrative duties together with new business and be the link between the planner, the client and the product provider, health administrator and or investment house.

  1. The assistant is expected to handle the activities listed below which should be read in conjunction with the Workflow process as adopted and amended by Origin from time to time:
    1. Handle telephone calls, both incoming and outgoing
    2. Messages to be taken and handed over to Planner on daily basis as required
    3. Save telephone calls into Workpool for record keeping
  2. Work with the Planner and Para-Planner within the processes, to assist with new business and amendments to existing business:
    1. Long-term assurance policies, medical aids, gap cover, wellness programmes and investments
    2. New potential clients and Existing clients
3.    Ensure that amendments are done in accordance with the instructions of client and/ or planner in Workpool as follows:
  1. Create tasks
  2. Create child tasks
  3. Manage tasks/ Work in tasks
  4. Make notes on existing tasks
  5. Transfer tasks where required to do so
  6. Complete tasks
  7. Add documents to the views and tasks, for compliance purposes Check views that information is correct      
4.    Send and receive emails
5.    Send medical aid, gap cover, policy and investment documents to clients
6.    Correspond with clients with regards to annual reviews and amendments
7.    Schedule appointments as confirmed by the planner
8.    Update New Business, Cancellation and Training registers
9.    Report complaints to manager
10.  Mentor junior staff and assist with training and development when required
11. Support the Planner to attract and retain clients
12.    New Business applications to be processed within 24 hours of receipt from the Planner.
13.    Attendment requests in a timeous manner. Cut off dates to be considered for debit orders and collection, and change of debit order details.
14.    Establish and define relationships
15.    Attend client requests in a timeous manner. Provide feedback to the client.
16.    Compliance Requirements to be adhered to for every client (FICA, RMCP and FAIS)
17.    Assistance with calendar management of the Planner
18.    Any other tasks or projects as requested by management that fall within field of expertise
19.    Responsible for maintaining and improving knowledge of various products as well as staying abreast of industry and regulatory changes
20.    Attend stand-up and other internal meetings
21. Attend product provider, health and gap provider and investment house training, to do with administrative duties
22.    FICA test annually
23.    Report suspicious activities

Requirements1.    Superior relationship and management skills in order to deal with clients, colleagues and providers
2.    Good knowledge of the various wealth insurance products
3.    Ability to assist with new business
4.    Relevant qualifications and certifications as preferred
5.    Time management, work under pressure

BenefitsCompetitive remuneration packages with company benefits.
Fast-paced work environment.
Employee centric practices.
Remote working conditions (hybrid teams).
Employee recognition and appreciation initiatives.

Requirements
Qualifications and experience: • Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA). • Regulatory examination successfully completed and registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. • Excellent knowledge of financial planning principles and investment strategies. • CFP or Post diploma in Financial Planning advantageous. • Strong communication and interpersonal skills to collaborate effectively with clients. • Passionate about providing the best financial services and advice to clients. • Ability to maintain and develop relationships with clients and communicate complex financial advice. • Minimum of 3-5 years DOFA and supervision completion.

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