Wealth Manager Assistant - Cape Town
Headhunters · Western Cape
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Start free — we apply for you →Requirements
- Matric / Grade 12.
- Minimum 2 years' Experience in investment administration will be an advantage.
- Full understanding of Investment Products, including but not limited to:
- Living annuities
- Life annuities
- Retirement annuities
- Preservation funds
- Discretionary investments
- Endowments
- Tax free savings investments
Responsibilities
• Time Management - Turnaround time / meeting deadlines / Prompt feedback. • General Support - Are they making your day to day easier (chasing outstanding info, team player). • Accuracy of work. • Customer Service Delivery – "What is the customer's experience". • Proactive Task Management. • Effective Communication skills - With both internal and external stakeholders. • First line of query management and support. • Process switches, withdrawals and other servicing instructions. • Prepare servicing documentation for client signature. • Monitor outstanding servicing instructions until completed. • Liaise with product providers regarding servicing requests. • Assist with Section 14 and Section 50 transfer administration. • Assist with annual fee renewal administration. • Keep clients informed regarding the progress of servicing instructions. • Escalate urgent matters to the Wealth Manager where appropriate. • Ensure all client communication and servicing activities are accurately captured on the CRM. • Maintain accurate client demographic, banking and compliance information. • Ensure documentation is correctly filed and maintained. • Follow up on outstanding documentation required for servicing. Please note that if you do not receive a response within 2 weeks, your application has been unsuccessful.