WEALTH ASSISTANT

SUMMARY:
assistance to the Advisor in administration of clients financial review's and investments

POSITION INFO:

An established company with a national footprint within the financial sector is seeking to hire a highly skilled Jnr Bookkeeper to join their team IN bELLVILLE.

The successful candidate will be providing the required and relevant professional assistance to the Advisor in the administration and implementation of clients’ financial reviews and investment instructions.

Processing new business for new and existing clients

• Implementation of clients’ instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providers
• Obtain confirmation from service providers regarding implementation of instructions above
• Written communication/confirmation to clients’ regarding investmentinstruction implementation

Servicing of existing clients

• Assimilate investment/fund values, investment performance statistics and Astute information of clients
• Compiling, binding and preparation of proposals and client review documentation
• Make payments on behalf of clients through the corporate saver account

General Administration

• Scheduling meetings for Wealth Manager/Advisor and organizing diary
• Recording of client interaction and updating of client records upon completion of interaction
• Assist with preparation of client annual review
• Maintain client record and database according to company policies
• Beneficiary Risk Rating and screenings
• Assistance with Wealth Special Projects on ad-hoc basis
• Proactively managing tasks and ensure that all instructions are attended to in an efficient way.

Evaluation Criteria required:

• Formal Education: Matric

• Experience:
  Administrative/secretarial experience is essential
  2-3 years’ experience in the investment financial services industry

Core requirements are:

Knowledge in:

• Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook)
• Proficient in Afrikaans and English (read, write, speak)
• Competent on service providers’
• website functionalities’
• Service provider products

Personal Attributes

• Initiative and proactive Time management Enthusiasm and drive Persuasive communication Results driven
• Service delivery Team player
• Ability to work under pressure Attention to detail
• Ability to multitask and prioritise