Wealth Advisor Assistant | Tygervalley

SUMMARY:
Wealth Advisor Assistant | Tygervalley

POSITION INFO:

This position is for graduates

The successful candidate will be responsible for office Management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Responsibilities

• Gather Policy information
• Compile a summary of information
• Research product information
• Handle new application 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

Minimum 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

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