Wealth Investment Administrator | Stellenbosch at PSG Konsult Ltd

Responsibilities:

• Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.
• Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
• Work closely with Wealth Adviser
• Provide ongoing feedback to clients.
• Preparing and implementing investment proposals.
• Processing of new business applications (capturing and quality checking).
• Follow up on applications and instructions
• Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
• Ensure all electronic documents are loaded on the internal system.
• Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios
• Prepare cash flow analysis and retirement planning calculations.
• Dealing with script transfers, personal share portfolios and load fees on IRESS system
• We welcome innovative and creative thinking.

Minimum requirements:

• Post graduate diploma in Financial Planning or BCom qualification
• At least 3 years relevant work experience in Financial Services industry
• RE5 qualification will be a requirement.
• Proficient in both spoken and written English and Afrikaans
• Computer literacy (MS Office)

 Competencies required:

• Analytical skills
• Planning and Organising skills
• Prioritization
• Problem-solving skills
• Time management / Deadline driven