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Wealth Assistant


Job TitleWealth AssistantLocationBellvilleEmploymentPermanentPurpose statementTo provide the required and relevant professional assistance to the Senior Wealth Planner / Wealth Manager in the administration and implementation of clients financial reviews and investment instructionsPosition in the organisationReports to: Executive: Wealth ServicesSenior Wealth Planner / Wealth Manager (dotted line supervision)Duties:1.Processing new business for new and existing clients1.Ensure all documentation and information is prepared in accordance to company policies.2.Implementation of clients instructions i.r.o.investments, insurance policies, etc, in consultation with Senior Wealth Planner / Wealth Manager and submission of relevant documentation to appropriate service providers.3.Obtain confirmation from service providers regarding implementation of instructions above.4.Written communication/confirmation to clients regarding investment instruction implementation.5.Follow up on outstanding/incomplete client business and consult with/remind the Senior Wealth Planner / Wealth Manager.6.Offshore Investments Tax Clearance applications, Forex Trade Accounts, new/existing business administration.7.Trusts All admin related to trust administration and required compliance for investments, stockbroking, and life contracts.8.Stockbroking Ensure all compliance and mandates are up to date.2.Servicing of existing clients1.Assimilate investment/fund values, investment performance statistics and Astute information of clients.2.Compiling, binding and preparation of proposals and client review documentation.3.Assist with the review of clients Wills in consultation with the Senior Wealth Planner / 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 Senior Wealth Planner / Wealth Manager.3.General Administration1.Ensure that client documentation is in compliance with FICA & FAIS legislation.2.Scheduling meetings for Senior Wealth Planner / Wealth Manager and organising diary.3.Diarise and follow up business leads in consultation with Senior Wealth Planner / Wealth Manager.4.Attend to client complaints and enquiries in consultation with Senior Wealth Planner / Wealth Manager.5.Recording of client interaction and updating of client records upon completion of interaction6.Maintain client record and database according to company policies7.Attend to Death Claim processes and documentation8.Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policyJob Evaluation CriteriaFormal EducationMatricNQF Level 5 (National Certificate: Wealth Management).would be advantageousExperience:Administrative/secretarial experience is essential2-3 years experience in the investment financial services industryCore requirementsCompetenciesKnowledgeProficient on Microsoft Office (Word, Excel, Powerpoint, Outlook)Proficient in Afrikaans and English (read, write, speak)Competent on service providers website functionalitiesService provider productsPersonal AttributesInitiative and proactiveTime managementEnthusiasm and drivePersuasive communication Results driven Service deliveryTeam playerAbility to work under pressureAttention to detailAbility to multitask and prioritiseOnly short-listed candidates will be contacted
Company
Array
Posted
05/05/2022
Location
Cape Town, WC, ZA