WEALTH ADMINISTRATION ASSISTANT(English & Afrikaans)

 

Recruiter:

HR Genie

Job Ref:

3722EW

Date posted:

Saturday, September 3, 2022

Location:

Port Elizabeth, South Africa

Salary:

R16k - 18k per month


SUMMARY:
Provide the required and relevant professional assistance to the Wealth Manager or Advisor

JOB DESCRIPTION:

  1. Processing

    1. Ensure all documentation and information is prepared in accordance to company policies

    2. Implementation of clients’ instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Manager and submission of relevant documentation to appropriate service providers

    3. Obtain confirmation from service providers regarding implementation of instructions above

    4. Written communication/confirmation to clients’ regarding investment instruction implementation

    5. Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor

      2  Servicing of existing clients

      1. Assimilate investment/fund values, investment performance statistics and Astute information of clients

      2. Compiling, binding and preparation of proposals and client review documentation

      3. Assist with the review of clients’ Wills in consultation with the Wealth Manager/Advisor

      4. Make payments on behalf of clients through the corporate saver account

      5. Track payments into the corporate saver account and forward payments toinvestment companies

      6. Attend to client complaints and enquiries in consultation with WealthManager/Advisor

      7.  

         General Administration

        1. Ensure that client documentation is in compliance with FICA & FAIS legislation

        2. Attend to client complaints and enquiries in consultation with WealthManager/Advisor

        3. Recording of client interaction and updating of client records upon completionof interaction

        4. Maintain client record and database according to company policies

        5. Attend to Death Claim processes and documentation

        6. Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy

        Grade 12 and able to communicate fluently in English and Afrikaans is critical

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.


 

 

 

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