Wealth Administrator
Cape Town, Western Cape, South Africa
Job Description
My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator.Responsibilities:
- Information gathering via the Astute system for the Para-Planners and Private Wealth Managers
- Chase takeovers and send to providers and get confirmation that it is done
- Send the Provider Code Application forms for new Private Wealth Managers to providers for them to obtain codes and chase
- Sort, arrange and share client documentation
- Ensuring that documentation on Prime System is kept up to date
- Pipeline Chasing
- Ensure that the New Business Register is kept up to date
- Ensure that cases are chased/updated every 3 days
- Liaise with PWM and Para-Planners to obtain outstanding requirements (if needed)
- Liaise with Private Wealth Managers to obtain outstanding requirements (if needed)
- Escalate cases to the New Business Manager if no movement or progression is made on a case
- Matric
- 2 Years experience as an Administrator in the Insurance / Wealth / Financial Services sector
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Job Detail
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Job IdJD1303281
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationCape Town, Western Cape, South Africa
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EducationNot mentioned