About the position
Hire Resolve’s client, a respected and established wealth management company, is currently seeking a dynamic and detail-oriented Senior Wealth Assistant to join their team in Bellville. If you have extensive experience in financial services, a passion for client service, and a strong administrative background, this could be the perfect opportunity for you.
Responsibilities
Processing New Business (New and Existing Clients)
- Prepare all documentation and information according to company policies
- Follow up on outstanding or incomplete client business, and liaise with Wealth Manager/Advisor
- Handle retirement claims with a focus on public sector funds
- Manage Section 14 and Section 37 transfers
- Support applications for Whole Life Cover, Keyman Insurance, and Buy and Sell Insurance
- Facilitate transfers from Living Annuity to Life Annuity
2. Servicing Existing Clients- Assist in reviewing client Wills in consultation with Wealth Manager/Advisor
- Process payments via Investec corporate saver account on behalf of clients
- Address and resolve client complaints and enquiries alongside Wealth Manager/Advisor
3. General Administration- Ensure compliance of client documentation with FICA and FAIS legislation
- Record and update client interactions and records
- Maintain and manage client database in line with company standards
- Administer Death Claims and related documentation
- Accurately complete and submit internal documents and fee forms
- Support Wealth Special Projects on an ad-hoc basis
- Build and nurture client relationships through various communication channels
- Proactively manage and complete tasks in a timely and organized manner
Requirements
- Matric (Grade 12)
- NQF Level 5 or 6 in Wealth Management (advantageous)
- Minimum of 5 years’ experience in the investment financial services industry
- At least 3 years' experience in a broker support environment
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Fluent in both English and Afrikaans (read, write, speak) – Afrikaans is essential
- Competent in using investment and risk service provider platforms and websites
- Strong knowledge of investment and risk platform products
- Initiative and a proactive approach
- Excellent time management skills
- High levels of enthusiasm and drive
- Strong communication and persuasion skills
- Results-driven mindset
- Committed to delivering exceptional service
- Team-oriented
- Ability to work well under pressure
- Strong attention to detail
- Able to multitask and prioritize effectively
Please Note, if you don't match the Requirements or Industry, you won't be consider for this role.
Benefits
- Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: [URL Removed] or email us your CV: [Email Address Removed]
- Please use "Wealth Assistant" as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
Desired Skills:
- Senior Wealth Assistant
- Senior Wealth Assistant
- Senior Wealth Assistant
