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Wealth & Investment Admin Assistant
HeadhuntersGeorge, Western Cape, South Africa2 days ago
Job descriptionDevelop full understanding of investment products, including (but not limited to) : living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments, and tax-free savings. Maintain and nurture relationships with clients. Build productive working relationships internally and externally in the financial services environment. Propose investment / solution strategies aligned with client goals, needs, and objectives. Prepare client portfolio reviews at the required frequency (per CRM schedule). Ensure reviews are completed within SLA timeframes. Format reviews correctly, ensure accuracy, and record them in CRM. Discuss reviews with clients, capture feedback in CRM. Review client Wills annually as appropriate. Assist with switches, withdrawals, and general client enquiries. Provide tax-related assistance to clients. Manage annual fee renewals. Oversee Section 37 & 14 transfers (or assorted fund transfers). Authorize payments (e.g. via internal systems). Support new business after client onboarding. Ensure all client interactions, administration, and communication is captured in CRM.
Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in George.
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.
Awesome career opportunity.
Requirements
- Bachelor’s degree (relevant field).
- Postgraduate Diploma in Financial Planning.
- CFP® (Certified Financial Planner) designation.
- Completed regulatory examination (e.g. RE5).
- Strong attention to detail.
- Excellent communication skills.
- Ability to work to deadlines and manage time effectively.
Responsibilities
Product Knowledge
Value Chain / Client Relationship Management
Portfolio Reviews
General Administration & Client Service
Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.
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Admin Assistant • George, Western Cape, South Africa
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