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    Wealth Administrator - Cape Town, South Africa - CA Financial Appointments

    CA Financial Appointments
    CA Financial Appointments Cape Town, South Africa

    1 week ago

    CA Financial Appointments background
    Description

    My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator.

    Responsibilities:

    • Information gathering via the Astute system for the Para-Planners and Private Wealth Managers
    • Chase takeovers and send to providers and get confirmation that it is done
    • Send the Provider Code Application forms for new Private Wealth Managers to providers for them to obtain codes and chase
    • Sort, arrange and share client documentation
    • Ensuring that documentation on Prime System is kept up to date
    • Pipeline Chasing
    • Ensure that the New Business Register is kept up to date
    • Ensure that cases are chased/updated every 3 days
    • Liaise with PWM and Para-Planners to obtain outstanding requirements (if needed)
    • Liaise with Private Wealth Managers to obtain outstanding requirements (if needed)
    • Escalate cases to the New Business Manager if no movement or progression is made on a case

    Requirements:

    • Matric
    • 2 Years experience as an Administrator in the Insurance / Wealth / Financial Services sector

    Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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