WEALTH ASSISTANT

SUMMARY:
Assistance to the Advisor in the administration of clients' financial reviews and investments.

POSITION INFO:

An established company with a national footprint within the financial sector is seeking to hire a Wealth Assistant to join their team Iin Bellville

Formal Education:

• Matric

Experience:

• Administrative/secretarial experience is essential;
• 2-3 years’ experience in the investment financial services industry.

Knowledge:

• Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook);
• Proficient in Afrikaans and English (read, write, speak);
• Competent on service providers "website functionalities".

Processing new business for new and existing clients:

• Implementation of clients’ instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providers
• Obtain confirmation from service providers regarding implementation of instructions above;
• Written communication/confirmation to clients’ regarding investment instruction implementation.

Servicing of existing clients:

• Assimilate investment/fund values, investment performance statistics and Astute information of clients;
• Compiling, binding and preparation of proposals and client review documentation;
• Make payments on behalf of clients through the corporate saver account.

General Administration:

• Scheduling meetings for Wealth Manager/Advisor and organizing diary;
• Recording of client interaction and updating of client records upon completion of interaction;
• Assist with preparation of client annual review;
• Maintain client record and database according to company policies;
• Beneficiary Risk Rating and screenings;
• Assistance with Wealth Special Projects on ad-hoc basis;
• Proactively managing tasks and ensure that all instructions are attended to in an efficient way.