Job Summary
Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation.
The successful candidate will provide the required and relevant professional assistance to the Wealth Manager or Advisor in the administration and implementation of clients’ financial reviews, financial planning, retirement instruction, and investment instructions.
Formal Education:
- Matric
- NQF 6 (Advanced Certificate in Wealth Management/Advanced Certificate in Financial Planning, or related)
Experience:
- 5+ years’ experience in the investment financial services industry is essential
- 3+ Experience in the broker support environment is essential.
Knowledge:
- Proficient on Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Proficient in English and Afrikaans (read, write, speak)
- Competent on service providers’ website functionalities’ (Investment and risk service providers)
- Service provider products (Investment and risk platforms)
Duities:
Processing new business for new and existing clients:
- Ensure all documentation and information is prepared in accordance with 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 complies with FICA & FAIS legislation;
- Recording of client interaction and updating of client records upon completion of the interaction;
- Maintain client records 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 an ad-hoc basis;
- Actively building relationships with clients via telephone, in person, and via email;
- Proactively managing tasks and ensuring that all instructions are attended to in an efficient way.
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