Wealth Assistant (financial services industry)

Job Position: Wealth Assistant (financial services industry)
Ref: 5025
Location: PE/Gqeberha
Salary: Commensurate with qualification and experience

Qualifications / Requirements:
• Matric
• Appropriate tertiary qualification/s highly advantageous
• Administrative experience in the financial services industry essential
• Excellent knowledge of English and Afrikaans (reading and writing)
• Excellent telephone etiquette
• Knowledge of products and service providers and their website functionalities
• Proficient in MS Office (Word, Excel and Outlook)
• Professional and presentable with strong work ethic
• Attention to detail and ability to work under pressure

Key Performance Areas:
• Servicing of clients:
- Assimilate investment/fund values, investment performance statistics and Astute information of clients
- Compiling and preparation of retirement planning, investment proposals and client review documentation
- Assist with new/review clients’ Wills in consultation with the Wealth Planner/Manager
- Make payments on behalf of clients through the corporate saver account
- Track payments into the corporate saver account and forward payments to investment companies
- Attend to client complaints and enquiries in consultation with Wealth Planner/Manager
- Assist clients in obtaining tax certificates, etc. if/when required
• Processing new business:
- Implementation of clients’ instructions in respect of investments, insurance policies, etc, in consultation with Wealth Manager and submission of relevant documentation to appropriate service providers
- Obtain outstanding documentation and requirements and arrange for medicals etc. to finalise proposals
- Obtain confirmation from service providers regarding implementation of client instructions
- Written communication/confirmation to clients regarding instruction implementation
- Follow up on outstanding/incomplete client business and consult with/remind the Wealth Planner
- Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
- Prepare an extensive handover file for the Wealth Manager, ensuring inter alia that all compliance tasks have been completed
• General administration:
- Ensure that client documentation is in compliance with FICA and FAIS legislation
- Scheduling meetings for Wealth Planner and organising diary
- Recording of all client interaction and updating of client records upon completion of every interaction in terms of company policies
- Maintain client records and database, both hard copies and electronically according to company policies
- Binding of company documents
- Arrange for postage/courier duties
- Relief duties for Administrative Assistant/Reception/Corporate Cash Manager
- Ad hoc duties that include the above but are not limited to it