WEALTH ASSISTANT – CAPE TOWN - South Africa
JOB DESCRIPTION | WEALTH ASSISTANT CAPE TOWN
Job summary
One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Wealth Assistant. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement funds.
Duties include, but are not limited to:
1. Support to Wealth Planner
o Time Management - Turnaround time / meeting deadlines / Prompt feedback
o General Support - Are they making your day to day easier (Calendar management, chasing outstanding info, team player)
o Accuracy of work
o Customer Service Delivery "What is the customer''s experience".
o Proactive Task Management
o Effective Communication skills - With both internal and external stakeholders
o First line of query management and support
2. Product Administration Knowledge
o Full understanding of Investment Product administration, including but not limited to:
- Living annuities
- Life annuities
- Retirement annuities
- Preservation funds
- Discretionary investments
- Endowments
- Tax free savings investments
3. New business, including but not limited to:
o Prepare comprehensive application forms, quotations and compliance
o Review application forms and compliance before submitting
o Obtain supporting information such as FICA, bank details, medical information, etc.
o Submit new business forms
o Debit orders follow-up
o Claims process and follow-ups
o Inform client once issued
o Ensure that all final / signed compliance is sent to the client
o Update CRM accordingly
4. Maintenance of clients
o Ensure you provide regular feedback / updates to clients
o Keep CRM and Product Provider updated at all times with clients most recent information (including compliance, transactional and static information)
o Schedule meetings with Wealth Planner, receiving of clients and ensure that meeting facilities are managed, including tea, coffee and water arrangements
o Capture CCM Payments
5. Qualifications
o Matric
o Min 2 years Experience in investment administration will be an advantage.
6. Soft Skills Competencies
o Attention to detail
o Effective communication skills
o Deadline driven
o Effective communication skills Fluent in Afrikaans
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