WEALTH ADMINISTRATION ASSISTANT(English & Afrikaans)

Recruiter:

HR Genie

Job Ref:

2422EW

Date posted:

Thursday, June 30, 2022

Location:

Bellville, South Africa

Salary:

R18k - 20k per month

JOB SUMMARY:
Provide the required and relevant professional assistance to the Wealth Manager or Advisor

JOB DESCRIPTION:

Processing

Ensure all documentation and information is prepared in accordance to company policies

Implementation of clients’ instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Manager 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

Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor
2 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

Assist with the review of clients’ Wills in consultation with the Wealth Manager/Advisor

Make payments on behalf of clients through the corporate saver account

Track payments into the corporate saver account and forward payments toinvestment companies

Attend to client complaints and enquiries in consultation with WealthManager/Advisor

General Administration

Ensure that client documentation is in compliance with FICA & FAIS legislation

Attend to client complaints and enquiries in consultation with WealthManager/Advisor

Recording of client interaction and updating of client records upon completionof interaction

Maintain client record and database according to company policies

Attend to Death Claim processes and documentation

Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy

Grade 12 and able to communicate fluently in English and Afrikaans is critical

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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WEALTH ADMINISTRATION ASSISTANT(English & Afrikaans)

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