Broker Assistant - Investments/Wealth Management

SUMMARY:
Broker Assistant - Investments/Wealth Management

POSITION INFO:

Leading Wealth Management Group based in Dunkeld West, Randburg are looking for a mature Insurance Administrator who can manage the life of a Financial Advisor/Broker.

Booking diary and diary management

Sending out annual commission review for signautre and completion

Review spreadsheets

Investment projections

Application and compliance documentation completion

Following up pipeline business and transfers

Pull maturity list (endowments/guaranteed plans)

Pull annual premium investments and remind clients

Download statements and invest reports

Invest Servicing

Query resolution

Assist clients to improve vitality status, vitality money status and vitality drive status

Uploading on CRM system

Summarizing policy information

Scanning signed documents, encrypting and sending to clients