Wealth Assistant - Pretoria

SUMMARY:
Our client in the Financial Services industry is seeking to employ a Wealth Assistant to join their team based in Pretoria.

POSITION INFO:

Requirements:

• Matric / Grade 12.
• Minimum 2 years’ Experience in investment administration will be an advantage.
• Full understanding of Investment Products, including but not limited to:
• Living annuities
• Life annuities
• Retirement annuities
• Preservation funds
• Discretionary investments
• Endowments
• Tax free savings investments

Responsibilities:

• Time Management - Turnaround time / meeting deadlines / Prompt feedback.
• General Support - Are they making your day to day easier (chasing outstanding info, team player).
• Accuracy of work. 
• Customer Service Delivery – “What is the customer's experience”. 
• Proactive Task Management. 
• Effective Communication skills - With both internal and external stakeholders. 
• First line of query management and support.
• Process switches, withdrawals and other servicing instructions. 
• Prepare servicing documentation for client signature. 
• Monitor outstanding servicing instructions until completed. 
• Liaise with product providers regarding servicing requests. 
• Assist with Section 14 and Section 50 transfer administration. 
• Assist with annual fee renewal administration.
• Keep clients informed regarding the progress of servicing instructions. 
• Escalate urgent matters to the Wealth Manager where appropriate.
• Ensure all client communication and servicing activities are accurately captured on the CRM. 
• Maintain accurate client demographic, banking and compliance information. 
• Ensure documentation is correctly filed and maintained. 
• Follow up on outstanding documentation required for servicing.