Wealth Adviser Assistant | Umhlanga at PSG Konsult Ltd

Responsibilities:

• Front Office Management
• Answering/redirecting all incoming calls, taking messages, attending to client queries
• Gather Policy information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Wealth Adviser/s
• 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
• Ensure FAIS Compliance
• Load new/existing business applications

Minimum requirements:

• Completed Bachelor of Commerce degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management)
• Minimum 1-3 Year experience in the 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) – Highly competent in Excel and PowerPoint
• Strong technical and administrative skills