Senior Wealth Assistant

Details of the offer

Your:Formal Education:MatricNQF 5 & 6 would be advantageous (In Wealth Management)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essentialCompetencies:Proficient in English (read, write, speak) Afrikaans is advantageousCompetent on service providers website functionalities (Investment and risk service providers)Service provider products (Investment and risk platforms)will enable you to:Processing new business for new and existing clients:Ensure all documentation and information is prepared in accordance to company policiesFollow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/AdvisorHandling of retirement claims, mainly focusing on Public sector funds.Section 14 & Section 37 transfersAssist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.Facilitate the Transfer from Living Annuity to Life Annuity processServicing of existing clients:Assist with the review of clients Wills in consultation with the Wealth Manager/AdvisorMake payments on behalf of clients through the Investec corporate saver accountAttend to client complaints and enquiries in consultation with Wealth Manager/AdvisorGeneral Administration:Ensure that client documentation is in compliance with FICA & FAIS legislationRecording of client interaction and updating of client records upon completion of interactionMaintain client record and database according to company policiesAttend to Death Claim processes and documentationCorrect and timeous completion and submission of Fee Forms as well as all internal documentation as per company policyAssistance with Wealth Special Projects on ad-hoc basisActively building relationships with clients via telephone, in person and via email.Proactively managing tasks and ensure that all instructions are attended to in an efficient way.


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