Wealth Advisor Assistant | Springs

3 weeks ago


East Hampton, United States CareerBuilder Full time

The successful candidate will be responsible for paraplanning and execution after meetings. The assistant will be
responsible for office administration, interacting with clients and providing client services.
You will need to plan for client meetings and submit new business applications.
The role needs excellent client relationship management and office administrative skills.

Responsibilities:

Gather Policy information
Compile a summary of information
Research product information
Prepare client files
Handle new application and investment quotations
Handle and solve client enquiries (all existing business enquiries)
Diary management for new and existing business cases
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
Implement new business
Process client queries and instructions

Minimum requirements:

Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial
Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
2 years relevant work experience within the financial services industry / Insurance / Banking / Investments / Wealth
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
Competencies required:

Client Service
Communication skills (verbal & written)
Problem solving
Organising and planning
Attention to detail
Team player
Ability to work under pressure

#J-18808-Ljbffr


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