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- 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
senior wealth assistant - Cape Town - HR Genie

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.
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Wealth Manager Assistant
CA Financial Appointments- Cape Town
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senior wealth assistant
HR Genie- Bellville
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Wealth Management Associate
Set Consulting- Cape Town
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Asset Management: Communications Specialist
NedBank- Cape Town
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Paraplanner
Rory Mackie & Associates- Cape Town
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Weath Administrative Assistant
Code Red Recruitment- Cape Town
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Digital Marketing Lead
Sanlam Limited- Cape Town
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Client Relationship Director
IQ-EQ- Cape Town
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Compliance Officer Market related
CA Financial Appointments- Cape Town
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Associate Analyst Tester
FNZ (UK) Ltd- Cape Town
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Medical Aid Broker Sales Consultant (Jb5017)
Findojobs South Africa- Wes-Kaap
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Senior ParaPlanner
Ntice Search Solutions- Cape Town
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Analyst Developer
FNZ- Cape Town
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Settlements Officer
The Recruitment Council- Cape Town
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Medical Aid Broker Sales Consultant (JB5017)
Full time Kontak Recruitment- Cape Town
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Medical Aid Broker Sales Consultant
Kontak Recruitment- Cape Town
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Business Development Technical Learning Specialist
Sanlam Limited- Cape Town
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Internal Consultant
Rory Mackie & Associates- Cape Town
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Consultant
Allan Gray Proprietary Limited- Cape Town
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Credit Analyst
Communicate Recruitment- Cape Town
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Product Communication Specialist
Sanlam Limited- Cape Town