Description:
Job description:
The successful candidate will be responsible for assistance to the Wealth Adviser which include office
management and administration, interacting with clients by managing relationships, providing client services, new
business implementation as well as marketing plan implementation.
Responsibilities:
Gather policy information
Compile a summary of information
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
Minimum requirements:
Grade 12 / NQF4 qualification
Completed RE5
Relevant work experience within the financial services industry, focussing on wealth
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
Competencies required:
Customer Service
Communication skills (verbal & written)
Problem solving
Attention to detail
Team player
11 May 2022;
from:
gumtree.co.za