Job Description

Your:

• Formal Education

• Matric
• Appropriate Tertiary qualifications would be advantageous
• Experience

• Appropriate Administrative experience in the financial services industry is essential
• Critical Competencies

• Excellent knowledge of English (read, write)
• Excellent knowledge of Afrikaans (read, write, speak)

will enable you to fullfill the following duties:

• 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 clients 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 clients 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.

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