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SENIOR WEALTH ASSISTANT
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4 months ago983 views
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General Details
Location:
Advertised By:Agency
Company Name:Job Placements
Job Type:Full-Time
Description
Our client, with a national footprint, requires someone who can fulfil the position of Senior Wealth Assistant. Your:
- Formal Education:
- Matric
- NQF 5 & 6 would be advantageous (In Wealth Management)
- Experience:
- 5+ years experience in the investment financial services industry is essential
- 3+ Experience in the broker support environment is essential
- Competencies:
- Proficient in English and Afrikaans (read, write, speak)
- Competent on service providers website functionalities (Investment and risk service providers)
- Service provider products (Investment and risk platforms)
will enable you to:
Processing new business for new and existing clients:
- Ensure all documentation and information is prepared in accordance to company policies
- Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor
- Handling of retirement claims, mainly focusing on Public sector funds.
- Section 14 & Section 37 transfers
- Assist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.
- Facilitate the Transfer from Living Annuity to Life Annuity process
Servicing of existing clients:
- Assist with the review of clients Wills in consultation with the Wealth Manager/Advisor
- Make payments on behalf of clients through the Investec corporate saver account
- Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor
General Administration:
- Ensure that client documentation is in compliance with FICA & FAIS legislation
- Recording of client interaction and updating of client records upon completion of interaction
- Maintain client record and database according to company policies
- Attend to Death Claim processes and documentation
- Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy
- Assistance with Wealth Special Projects on ad-hoc basis
- Actively building relationships with clients via telephone, in person and via email.
- Proactively managing tasks and ensure that all instructions are attended to in an efficient way.
https://www.jobplacements.com/Jobs/S/SENIOR-WEALTH-ASSISTANT-1203407-Job-Search-7-16-2025-2-24-49-AM.asp?sid=gumtree
Id Subtitle 1330103845
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Job Placements
Selling for 11+ months
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