Wealth Adviser Assistant at CA Financial Appointments

Job Description

• Join one of the leading Financial Advisory firms in South Africa as a Wealth Administrator.  This is an Employment Equity opportunity

Responsibilities: 

• Gather Policy information
• Compile a summary of inforation
• Research product information
• Hande new applications 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

Requirements:

• Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) / Risk Management (Preferably with CFP) 
• 2– 3 Year experience in Financial services industry 
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Strong administrative skills