Introduction

Administrative Assistant with relevant experience in the Financial Services Industry, specific to Wealth Management, required to assist the FA with processing of all financial administration for existing and new clients, record keeping and data capturing. Position is based in Cape Town Port Side.

Duties & Responsibilities

Responsibilities:

Assist Financial Advisor with processing of all financial administration for new and existing clients
Communication with clients – telephonic and electronic
Compliance – FICA, FAIS, Due Diligence
Data Capturing on CRM system – updating existing and new client info, record keeping
Forms administration – prepopulating apps, sending to clients, managing return and capture of forms and submitting to Financial Institute
Administration of Investments, Risk, Medical Aid and Employee Benefits
Processing instructions – redemptions, Section 14, 37 & 42 Transfers, switches and local and offshore investments for clients
Preparing client quotes and comparisons with various FSP’s
Working with Paraplanner to prepare client proposals
Preparation of reports, agendas, presentations and spreadsheets
General admin support

Desired Experience & Qualification

Minimum requirements:

Grade 12 essential
Relevant Diploma / Tertiary qualification highly beneficial
Minimum 3-5 years’ experience within the Insurance, Investment, Asset Management environment required
Product knowledge – Risk Cover, RA, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aid, Employee Benefits – required
Excel, Elite Wealth, CRM knowledge and experience required

Wealth Adviser Administrative Assistant

Introduction

Duties & Responsibilities

Desired Experience & Qualification

Interested?

Yazoo Recruitment

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