Wealth Portfolio Administrator

Recruiter:

Time Personnel

Job Ref:

CPT001355/Del

Date posted:

Tuesday, January 19, 2021

Location:

Southern Suburbs, South Africa

Salary:

23000

SUMMARY:
Do you have experience as the right hand supporting a Financial Wealth Manager with all administrative duties for their portfolio of clients? We require you strong organisational skills that assist you to be one step ahead at all times. Excellent opportunity to assist our Client who is based in the Southern Suburbs.

POSITION INFO:

REQUIREMENTS:

Matric, Tertiary education advantageous

Own vehicle

Proficient in Word and Excel

Confidentiality, honesty and integrity is of upmost importance

Take responsibility of all aspects of the required duties

Effective communication skills

Financial acumen - figure literate

High attention to detail and accuracy

Ability to work under pressure and meet deadlines

Self-starter with initiative to work alone and willingness to learn

FAIS and FICA experience will be highly advantageous

DUTIES:

Reporting to a Wealth Manager and responsible for managing their diary, booking appointments, meetings, presentations and similar business activities

Prepare, co-ordinate and save documents required in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS) - financial needs analysis, risk questionnaires, records of advice etc.

Maintain and update records on the CRM system

Co-ordinate documentation required in terms of the Financial Intelligence Centre Act

Maintain a record of tasks to enable an audit trail of all documentation

Liaise with clients and institutions on various transactions relating to the management of a client’s portfolio

Place and follow up on all transactions to ensure correctness and completion

Reply to queries and respond to client requests

Collate tax certificates and prepare offshore capital gains tax certificates

Attend meetings and training when required

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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