Appropriate Tertiary qualifications would be advantageous;
Experience:
Administrative experience is essential;
3-5 yearsxe2x80x99 experience in the investment financial services industry; and
Critical Competencies:
Excellent knowledge of English (read, write);
Excellent knowledge of Afrikaans (read, write, speak);
Excellent telephone etiquette;
Knowledge of products and service providers and their website functionalities;
Proficient in Microsoft Windows (Word, Excel, Outlook);
will enable you to:
Servicing of clients:
Assimilate investment/fund values, investment performance statistics and Astute information of clients;
Compiling and preparation of retirement planning, investment proposals and client review documentation;
Assist with new/review clientsxe2x80x99 wills in consultation with the Wealth Planner/Manager;
Make payments on behalf of clients through the corporate saver account;
Track payments into the corporate saver account and forward payments to investment companies;
Attend to client complaints and enquiries in consultation with Wealth Planner/Manager;
Assist clients in obtaining tax certificates, etc. if/when required;
Ensure that the principles of TCF are applied in all interaction with clients;
Processing new business:
Implementation of clientsxe2x80x99 instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Manager and submission of relevant documentation to appropriate service providers;
Obtain outstanding documentation and requirements and arrange for medicals etc. to finalise proposals;
Obtain confirmation from service providers regarding implementation of client instructions;
Written communication/confirmation to clients regarding instruction implementation;
Follow up on outstanding/incomplete client business and consult with/remind the Wealth Planner;
Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy;
Prepare an extensive handover file for the Wealth Manager, ensuring inter alia that all compliance tasks have been completed;
General Administration:
Ensure that client documentation is in compliance with FICA & FAIS legislation;
Scheduling meetings for Wealth Planner and organising diary;
Recording of all client interaction and updating of client records upon completion of every interaction in terms of company policies;
Maintain client records and database, both hard copies and electronically according to company policies;
Binding of company documents;
Arrange for postage/courier duties;
Relief duties for Administrative Assistant/Reception/Corporate Cash Manager;
Ad hoc duties that include the above but are not limited to it.
HR Option
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