Wealth Investment Administrator | Stellenbosch
Responsibilities:
- Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required.
- Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
- Work closely with Wealth Manager
- Provide ongoing feedback to clients.
- Prepare and implement investment proposals.
- Process new business applications (capturing and quality checking).
- Follow up on applications and instructions
- Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
- Ensure all electronic documents are loaded on the internal system.
- Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios
- Prepare cash flow analysis and retirement planning calculations.
- Deal with script transfers, personal share portfolios and load fees on IRESS system
- We welcome innovative and creative thinking.
Compliance to Internal Processes:
- Deliver service and commitments to clients thus building and maintaining a trust relationship with clients.
- Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports etc.
Minimum requirements:
- Post graduate diploma in Financial Planning or BCom qualification
- 3 years relevant work experience in Financial Services industry
- RE5 qualification will be a requirement
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
Competencies required:
- Analytical skills
- Planning and Organising skills
- Prioritization
- Problem-solving skills
- Time management / Deadline driven
