Job Summary
A well known and reputable financial institution is seeking to hire a Wealth Assistant in Bellville to provide the required and relevant professional assistance to the Wealth Planner or Advisor in the administration and implementation of clients’ financial reviews and investment instructions.
Duties:
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 implementation of 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 saver account
General administration
-Scheduling meetings for Wealth Planner/Advisor and organising diary
-Recording of client interactions and updating of client records upon completion of interaction
-Maintaining client records and database according to company policies
-Beneficiary Risk Rating and screenings
-Assistance with Wealth Special Projects on an ad hoc basis
-Proactively manage tasks and ensure that all instructions are attended to efficiently.
Evaluation criteria
-Matric
Experience:
-Administrative experience in financial services is essential
-2-3 years’ experience in the investment financial services industry
Competencies
Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Proficient in Afrikaans and English (read, write, speak)
Competent in service providers’ website functionalities’
Service provider products
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