Wealth Adviser Assistant

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Key Responsibilities, amongst others:

Office Management and Administration
Interaction with clients (management of relationships and providing client services)
Commission Statement preparation and finalisation
New business implementation
Marketing plan implementation
Reception duties
Key Activities:

Commission allocation and front office account duties
Gather Policy information
Compile a summary of information
Research product information
Preparing and implementing Life/investment etc. proposals
Handling of new application and quotations
Handling and solving of client enquiries (all existing business enquiries)
Diary management - new and existing business cases
Diary management for Wealth Adviser
Arranging appointments between Wealth Adviser and Clients
Preparation of investment review appointments
Maintaining CRM system
Rebalancing and maintaining of existing portfolios
Preparing and distributing monthly/quarterly statements
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Recording details of transactions
Maintaining Service Level agreement deadlines
Managing policy renewals
Identifying/optimizing business opportunities from existing clients
Ensure FAIS Compliance
Loading new/existing business policies
Administration of welcome packs to new clients
Manages client retention
Continuous Personal development
Competencies & Skills:

Excel spreadsheets and basic accounts
Client centricity
Communication skills (verbal & written)
Resilience
Problem solving
Time Management
Attention to detail
Team player
Minimum Requirements:

Minimum Grade 12
BCom Accounting will be advantageous
Minimum of 1 year work experience preferably within the financial services industry
Computer literate (MS Office including Advanced MS Excel)
Proficient in both spoken and written English and at least one other of the official South African languages.

Job ID : , #238, 17 views,

Commercial Account Executive »