Are you ready to embark on a rewarding career in the financial services industry? Our Client are seeking a motivated and detail-oriented Wealth Adviser Assistant to join Their prestigious, forward-thinking financial services firm. This is your chance to work with a team of experienced professionals and make a real impact on clients’ financial futures.
The successful candidate will be responsible for office management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.
Responsibilities:
- Gather Policy information.
- Compile a summary of information.
- Preparing of Client Reviews.
- Preparing proposals and client reviews according to set template.
- Data capturing.
- 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.
- Rebalance and maintain existing portfolios.
- 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.
Requirements:
- Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics).
- 0-2 Year experience in the financial services industry.
- Paraplanning experience is advantageous.
- Proficient in both spoken and written English and at least one other of the official South African languages.
- Strong Computer literacy (MS Office) – Highly competent in Excel and PowerPoint.
- Strong technical and administrative skills.
Competencies required:
- Customer Service.
- Communication skills (verbal & written).
- Problem solving.
- Attention to detail.
- Team player.
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