SUMMARY:
It’s a exciting opportunity for a Senior Wealth Administrator at their Bloemfontein office responsible for the administration of wealth client’s portfolio’s, office processes and to assist the wealth manager
POSITION INFO:
• Pro-active administration of client accounts and fast efficient processing of new investments and business.
• Direct relationship with clients in managing their investment affairs optimally and reporting and servicing.
• Management and support of Junior staff members.
• Ensure the applicable advisor/s maintain high compliance levels and report where standards are not met.
• Ensure clients reviews are conducted according to SLA’s and duly documented as such. Pro-active approach
to getting review statistics correct and setting up meetings with clients.
• E-reviews of selected clients
• Updating of client data on MyPractice, including accuracy of life products prior to reviews
• Generate an accurate PFR from MyPractice for all clients.
• Efficient clients take on process for new potential investors.
• Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations.
• Assist with efficient co-ordination and planning of client functions.
Minimum requirements:
• Matric certificate
• Relevant Financial Services Diploma and/or Degree (Advantageous)
• RE 5 Certificate / NQF 5 Certificate in Wealth Management (Advantageous)
• 5+ years relevant work experience within the Financial Services industry
• Computer literacy (MS Office)
