Looking for an exciting opportunity in the financial services industry? Our client is looking for a Wealth Adviser Assistant position to join their company. This is a fantastic opportunity to join a dynamic team and grow your career in the wealth management sector.
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.
* Preparing of Client Reviews.
* Data capturing.
* 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.
Requirements:
* Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics).
* 0-2 Year experience in the 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) – Highly competent in Excel and PowerPoint.
* Strong technical and administrative skills.
Competencies required:
* Customer Service.
* Communication skills (verbal & written).
* Problem-solving.
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