WEALTH ASSISTANT at Competent Candidates

About the position

Your:

• Formal Education
  
  • Matric
  • Appropriate Tertiary qualifications would be advantageous
  
  
• Experience
  
  • Appropriate Administrative experience in the financial services industry is essential
  
  
• Critical Competencies
  
  • Excellent knowledge of English (read, write)
  • Excellent knowledge of Afrikaans (read, write, speak)
  
  

will enable you to fullfill the following duties:

• Servicing of clients
  
  • Assimilate investment/fund values, investment performance statistics and Astute information of clients;
  • Compiling and preparation of retirement planning, investment proposals and client review documentation;
  • Assist with new/review clients’ wills in consultation with the Wealth Planner/Manager;
  • Make payments on behalf of clients through the corporate saver account;
  • Track payments into the corporate saver account and forward payments to investment companies;
  • Attend to client complaints and enquiries in consultation with Wealth Planner/Manager;
  • Assist clients in obtaining tax certificates, etc. if/when required;
  • Ensure that the principles of TCF are applied in all interaction with clients.
  
  
• Processing new business
  
  • Implementation of clients’ instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Manager and submission of relevant documentation to appropriate service providers;
  • Obtain outstanding documentation and requirements and arrange for medicals etc. to finalise proposals;
  • Obtain confirmation from service providers regarding implementation of client instructions;
  • Written communication/confirmation to clients regarding instruction implementation;
  • Follow up on outstanding/incomplete client business and consult with/remind the Wealth Planner;
  • Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy;
  • Prepare an extensive handover file for the Wealth Manager, ensuring inter alia that all compliance tasks have been completed.
  
  
• General Administration
  
  • Ensure that client documentation is in compliance with FICA & FAIS legislation;
  • Scheduling meetings for Wealth Planner and organising diary;
  • Recording of all client interaction and updating of client records upon completion of every interaction in terms of company policies;
  • Maintain client records and database, both hard copies and electronically according to company policies;
  • Binding of company documents;
  • Arrange for postage/courier duties;
  • Relief duties for Administrative Assistant/Reception/Corporate Cash Manager;
  • Ad hoc duties that include the above but are not limited to it.
  
  

Desired Skills:

• WEALTH
• ASSISTANT
• ADMINISTRATION