Job Title: Wealth Assistant
Location: Efficient Wealth
Permanent

Job objective
To provide the required and relevant professional assistance to the Wealth Planner and/or Wealth Manager in the administration and implementation of clients’ financial planning, reviews and investment instructions any other related duties that might be assigned from time to time

Reports to: Operational Manager Eastern Cape
1. Servicing of clients
a. Assimilate investment/fund values, investment performance statistics and Astute information of clients
b. Compiling and preparation of retirement planning, investment proposals and client review documentation
c. Assist with new/review clients’ wills in consultation with the Wealth Planner/Manager
d. Make payments on behalf of clients through the corporate saver account
e. Track payments into the corporate saver account and forward payments to investment companies
f. Attend to client complaints and enquiries in consultation with Wealth Planner/Manager
g. Assist clients in obtaining tax certificates, etc. if/when required
h. Ensure that the principles of TCF are applied in all interaction with clients

2. Processing new business
a. 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
b. Obtain outstanding documentation and requirements and arrange for medicals etc. to finalise proposals
c. Obtain confirmation from service providers regarding implementation of client instructions
d. Written communication/confirmation to clients regarding instruction implementation
e. Follow up on outstanding/incomplete client business and consult with/remind the Wealth Planner
f. Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
g. Prepare an extensive handover file for the Wealth Manager, ensuring inter alia that all compliance tasks have been completed

3. General Administration
a. Ensure that client documentation is in compliance with FICA & FAIS legislation
b. Scheduling meetings for Wealth Planner and organising diary
c. Recording of all client interaction and updating of client records upon completion of every interaction in terms of company policies
d. Maintain client records and database, both hard copies and electronically according to company policies
e. Binding of company documents
f. Arrange for postage/courier duties
g. Relief duties for Administrative Assistant/Reception/Corporate Cash Manager
h. Ad hoc duties that include the above but are not limited to it

Job Evaluation Criteria
Formal Education
• Matric
• Appropriate Tertiary qualifications would be advantageous

Experience:
• 2- 3 relevant administrative experience in the financial services industry is essential

Critical Competencies
Knowledge
• Excellent knowledge of English (read, write)
• Excellent knowledge of Afrikaans (read, write, speak)
• Excellent telephone etiquette
• Knowledge of products and service providers and their website functionalities
• Proficient in Microsoft Windows (Word, Excel, Outlook)

Skills and Attributes
• Polite
• Friendly
• Professional and presentable
• Reliable and service delivery
• Strong work ethic and results driven
• Attention to detail
• Energetic and enthusiastic
• Team player
• Pro-active and initiative
• Effective communicator
• Planning and organising
• Time management
• Ability to work under pressure
• Ability to multitask and prioritise

Only short-listed candidates will be contacted.