Wealth Management Administrator

Key Responsibilities

• Administration (Investments, Long-term risk policies, Medical aid & GAP-cover) Process instructions including:

• New business applications
• Advisor appointments on existing investments and policies
• Investment additional contributions
• Investment withdrawals
• Investment switches and transfers

• Prepare and submit documentation to product providers • Track and follow up on outstanding transactions with asset managers, investment platforms, insurance providers, medical aid and GAP-cover providers • Maintain accurate records of all client transactions Client Administration

• Open and maintain client files and records • Update client personal details and financial information on the CRM system • Prepare client documentation packs for financial advisors • Assist with the preparation of review packs and client reports • Schedule and coordinate client meetings where required • Respond to client administrative queries in a professional and timely manner Regulatory Compliance (FICA & FAIS)

• Ensure all client records meet FICA identification and verification requirements • Obtain and maintain up-to-date FICA documentation (ID, proof of address, etc.) • Verify client information and perform necessary due diligence checks • Ensure that all documentation required under FAIS regulations is complete and filed correctly Documentation and Record Management

• Maintain organised electronic and/or physical client filing systems • Ensure secure storage of confidential client information • Update and maintain compliance registers and documentation logs • Assist with document retrieval during compliance audits Operational Support

• Support financial advisors with administrative preparation for client engagements • Assist with preparation of client proposals and documentation packs • Liaise with product providers and investment platforms regarding administrative issues • Support internal operational processes to improve efficiency Key skills and competencies

• Strong administrative and organisational skills • High attention to detail and accuracy • Understanding of financial products, long-term risk benefits, medical aid, GAP-cover and investment administration processes • Knowledge of FICA and FAIS regulatory requirements • Ability to work independently and manage multiple tasks • Strong communication and client service skills • Ability to handle confidential information with discretion • Good problem-solving and follow-up ability Qualifications and Experience

• Matric / Grade 12
• 24 years administrative experience in

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