Wealth Manager Assistant - Bellville Verfied

R 24 000 per month Bellville, Western Cape Bellville, Western Cape more than 14 days ago 06-03-2019 3:43:34 PM
29-04-2019 8:17:35 PM
Job Title Wealth Manager Assistant

Location Bellville
Permanent

Reports to:
Operational Manager
Wealth Manager
Job objective To provide the required and relevant professional assistance to the Wealth Managers in the administration and implementation of clients’ financial reviews and investment instructions
Duties:
1. Servicing of existing clients
1. Assimilate investment/fund values, investment performance statistics and Astute information of clients
2. Compiling, binding and preparation of retirement planning, investment proposals and client review documentation
3. Assist with the review of clients’ wills in consultation with the Wealth Manager
4. Make payments on behalf of clients through the corporate saver account
5. Track payments into the corporate saver account and forward payments to investment companies
6. Attend to client complaints and enquiries in consultation with Wealth Manager

2. Processing new business of existing clients
1. 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
2. Obtain confirmation from service providers regarding implementation of instructions above
3. Written communication/confirmation to clients’ regarding investment instruction implementation
4. Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager

3. General Administration
1. Ensure that client documentation is in compliance with FICA & FAIS legislation
2. Scheduling meetings for Wealth Manager and organising diary
3. Recording of client interaction and updating of client records upon completion of interaction
4. Maintain client record and database, both hard copies and electronically according to company policies
5. Relief duties for Administrative Assistant

Job Evaluation
Criteria Formal Education
• Matric
• RFP 1 + 2 would be advantageous
Experience:
• Administrative/secretarial experience is essential
• 2-3 years’ experience in the investment financial industry would be advantageous

Core requirements
Competencies Knowledge
Proficient in Microsoft Windows (Word, Excel, Powerpoint, Outlook)
Competent on service provider’s website functionalities

Personal Attributes
Initiative and proactive
Time management
Enthusiasm and drive
Persuasive communication
Results driven
Service delivery
Team player
Ability to work under pressure
Attention to detail
Ability to multitask and prioritise

Only short-listed candidates will be contacted