Wealth Manager Assistant

JOB DESCRIPTION | WEALTH MANAGER ASSISTANT

Job summary

The main objective of this role is to assist the Wealth Managers with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement funds.

Key areas of responsibility

Duties include, but are not limited to

1. Support to Wealth Manager

• 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

2. Product Administration Knowledge

o Full understanding of Investment Product administration, including but not limited to:

- Living annuities

- Life annuities

- Retirement annuities

- Preservation funds

- Discretionary investments

- Endowments

- Tax free savings investments

4. Client Servicing Administration

• 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

5. CRM & Client Record Management

• 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

6. Qualifications

• Matric
• Min 2 years Experience in investment administration will be an advantage.

7. Soft Skills Competencies

• Attention to detail
• Effective communication skills
• Deadline driven

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