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  • senior wealth assistant - Cape Town - HR Genie

    HR Genie
    HR Genie Cape Town

    2 weeks ago

    HR Genie background
    Description

    Job Description

    Key Responsibilities:

    Your formal education and experience enable you to process new business for clients, ensure documentation is prepared according to company policies, and follow up on outstanding client business.

    • Processing New Business:
      • Prepare documentation and information in accordance with company policies
      • Follow up on outstanding/incomplete client business and consult with the Wealth Manager/Advisor
      • Handle retirement claims, focusing on Public sector funds
      • Complete Section 14 & Section 37 transfers
      • Assist with Whole Life Cover, Keyman Insurance, and Buy and Sell Insurance applications
      • Facilitate the Transfer from Living Annuity to Life Annuity process
    • Servicing Existing Clients:
      • Review clients' Wills in consultation with the Wealth Manager/Advisor
      • Make payments on behalf of clients through the Investec corporate saver account
      • Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor
    • General Administration:
      • Ensure client documentation complies with FICA & FAIS legislation
      • Record client interaction and update client records
      • Maintain client records and database according to company policies
      • Process Death Claim documentation
      • Complete Fee Forms and internal documentation as per company policy
      • Assist with Wealth Special Projects as needed
      • Bld relationships with clients via phone, in person, or email
      • Proactively manage tasks and ensure efficient completion of instructions

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