Wealth Advisor Assistant

SUMMARY:
The successful candidate will be responsible for office Management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties as well as supporting advisers with administrative tasks.

POSITION INFO:

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: • Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) • 2 – 3 Year relevant Experience • Strong administrative skills • Regulatory exams passed (RE5) • Computer literacy (MS Office)