Wealth Assistant (financial services industry)

On Line Personnel; Gqeberha; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services provider is seeking a Wealth Assistant in Gqeberha to support client servicing and administrative tasks. The ideal candidate should possess strong administrative skills, be bilingual in English and Afrikaans, and is expected to provide excellent client care while ensuring compliance with industry regulations.

Qualifications

• Matric and preferably a tertiary qualification.
• Administrative experience in the financial services industry is essential.
• Bilingual: excellent knowledge of English and Afrikaans.

Responsibilities

• Servicing clients and handling their enquiries.
• Processing new business related to investments and insurance.
• General administration and compliance with legislation.

Skills

Attention to detail

Telephone etiquette

Bilingual (English and Afrikaans)

Administrative skills

Proficient in MS Office

Education

Matric

Appropriate tertiary qualification

Job description

Job Position: Wealth Assistant (financial services industry)
Ref: 5025
Location: PE/Gqeberha
Salary: Commensurate with qualification and experience

Qualifications / Requirements:
• Matric
• Appropriate tertiary qualification/s highly advantageous
• Administrative experience in the financial services industry essential
• Excellent knowledge of English and Afrikaans (reading and writing)
• Excellent telephone etiquette
• Knowledge of products and service providers and their website functionalities
• Proficient in MS Office (Word, Excel and Outlook)
• Professional and presentable with strong work ethic
• Attention to detail and ability to work under pressure

Key Performance Areas:
• Servicing of clients:
- Assimilate investment/fund values, investment performance statistics and Astute information of clients
- Compiling and preparation of retirement planning, investment proposals and client review documentation
- Assist with new/review clients’ Wills in consultation with the Wealth Planner/Manager
- Make payments on behalf of clients through the corporate saver account
- Track payments into the corporate saver account and forward payments to investment companies
- Attend to client complaints and enquiries in consultation with Wealth Planner/Manager
- Assist clients in obtaining tax certificates, etc. if/when required
• Processing new business:
- Implementation of clients’ instructions in respect of investments, insurance policies, etc, in consultation with Wealth Manager and submission of relevant documentation to appropriate service providers
- Obtain outstanding documentation and requirements and arrange for medicals etc. to finalise proposals
- Obtain confirmation from service providers regarding implementation of client instructions
- Written communication/confirmation to clients regarding instruction implementation
- Follow up on outstanding/incomplete client business and consult with/remind the Wealth Planner
- Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
- Prepare an extensive handover file for the Wealth Manager, ensuring inter alia that all compliance tasks have been completed
• General administration:
- Ensure that client documentation is in compliance with FICA and FAIS legislation
- Scheduling meetings for Wealth Planner and organising diary
- Recording of all client interaction and updating of client records upon completion of every interaction in terms of company policies
- Maintain client records and database, both hard copies and electronically according to company policies
- Binding of company documents
- Arrange for postage/courier duties
- Relief duties for Administrative Assistant/Reception/Corporate Cash Manager
- Ad hoc duties that include the above but are not limited to it