Wealth Adviser Assistant - Roodepoort, South Africa - PSG Wealth Distribution
Description
Job description:
Responsibilities:
- Gather Policy information
- Compile a summary of information
- Research product information
- Handle and solve client enquiries (all existing business enquiries)
- Diary management for new and existing business cases
- Diary management for Wealth Adviser
- Arrange appointments between Wealth Adviser and Clients
- Prepare investment review appointments
- Maintain CRM system
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Record details of transactions
- Maintain Service Level agreement deadlines
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies
Minimum requirements:
- Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
- 02 Years' Experience in Financial Services sector.
- Strong administrative skills
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Team player
Education:
- Bachelors (required)
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