SUMMARY:
Join one of the leading Financial Advisory firms in South Africa as a Wealth Administrator. This is
POSITION INFO:
Join one of the leading Financial Advisory firms in South Africa as a Wealth Administrator. This is an Employment Equity opportunity
Responsibilities:
- Gather Policy information
- Compile a summary of inforation
- Research product information
- Hande new applications and quotations
- Handle and solve client enquiries (all existing business enquiries)
- Diary management for new and existing business cases
- Diary management for Wealth Adviser
- Arrange appointments between Wealth Adviser and Clients
- Prepare investment review appointments
- Maintain CRM System
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Record details of transactions
- Maintain Service Level agreement deadlines
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies
Requirements:
- Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) / Risk Management (Preferably with CFP)
- 2- 3 Year experience in Financial services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
- Strong administrative skills
Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.
NB! This job is now closed. You can apply for other jobs by uploading your CV.
