Job Description
The opportunity:
We are looking for an experienced Wealth Management Administrator to join our team.
Working as part of the support team, you will need to provide high quality and accurate support to Financial Planner and Paraplanners.
Day to day duties:
1. Ensure the back-office system is maintained with current client personal details and compliance information
2. Liaise with product providers regarding policy details, obtain illustrations for new requests and deal with any existing policy queries
3. Prepare letters to clients re new business confirmation, general updates and requesting information.
4. Ensure new business applications are processed and tracked to completion, recording details of all transactions on computer records (Intelligent Office) accurately and timeously
5. Produce client valuations accurately and timeously, along with the appropriate review letters
6. Dealing with alterations to existing plans, including fund switches, changes to withdrawals, changes to death benefits nominations, online instructions for purchases/sales
7. Requesting plan information to collate for Paraplanners and Advisers and updating the back office system
8. Running task system to ensure work is tracked to completion while following processes and procedures
9. Assist in general office administration, scanning and savings documents to record stor...