Menu Close

Cape Town City Centre: Wealth Administrative Assistant




Date 2024-04-28
Job Title Wealth Administrative Assistant
Employer
More Information
Salary
Category Admin Clerical Secretarial
Location Cape Town Region
/ Cape Town City Centre

Job Summary

Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role in supporting the efficient operation of our financial planning and investment services. Job Title: Wealth Administrative Assistant Location: Cape town

Salary:

Market related Closing date: End May 2024 Responsibilities Handling telephone communications, including both incoming and outgoing calls. Take messages and relay them promptly to the Financial Planner. Recording and saving telephone communications into our workpool system for record-keeping purposes. Assisting the Financial Planner and Para-Planner with administrative tasks related to new and existing business, including long-term assurance policies, medical aids, gap cover, wellness programs, and investments. Processing amendments to client accounts based on instructions received from clients or the planner using the designated workflow process. Managing email correspondence, including sending and receiving emails related to client inquiries, document distribution, and appointment scheduling. Sending medical aid, gap cover, policy, and investment documents to clients as required. Corresponding with clients regarding annual reviews, policy amendments, and other related matters. Coordinating appointment scheduling based on the Financial Planner`s confirmed calendar. Updating registers for new business, cancellations, and training activities. Reporting client complaints to management for resolution. Providing mentorship and training to junior staff when necessary to support their development. Assisting the Financial Planner in attracting and retaining clients through excellent service delivery. Processing new business applications promptly, within 24 hours of receipt from the Financial Planner. Handling amendment requests promptly, considering cutoff dates for debit orders and changes to payment details. Establishing and maintaining relationships with clients, product providers, and other stakeholders. Responding to client requests in a timely manner and providing feedback accordingly. Ensuring compliance with regulatory requirements (FICA, RMCP, FAIS) for every client interaction. Managing the Financial Planner`s calendar and scheduling tasks effectively. Staying updated on industry developments, product knowledge, and regulatory changes relevant to the role. Participating in internal meetings and training sessions to enhance knowledge and skills. Attending external training sessions conducted by product providers, health administrators, and investment houses focused on administrative tasks. Completing annual FICA tests and reporting any suspicious activities to management. Requirements 1. Superior relationship and management skills in order to deal with clients, colleagues and providers 2. Good knowledge of the various wealth insurance products 3. Ability to assist with new business 4. Relevant qualifications and certifications as preferred 5. Time management, work under pressure Benefits 1. Competitive remuneration packages with company benefits. 2. Fast-paced work environment. 3. Employee centric practices. 4. Remote working conditions (hybrid teams). 5. Employee recognition and appreciation initiatives. By submitting your information and application you hereby confirm: 1. That you have no objection to us retaining your personal information in our database for future matching/ POPI Policy. 2. Due to the nature of the position, that we can do an ITC check if our client is interested in your CV. 3. That the information you have provided to us is true, correct, and up to date.

Wealth Administrative Assistant position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2024-04-28 in the Admin Clerical Secretarial category

Click Go Apply to apply online!


You might also like to look at the available jobs in the same area.

Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.

We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.


Here are some more related positions


Cape Town City Centre: Wealth Administrative Assistant

Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role in supporting the efficient operation of our financial planning and investment services. Job Title: Wealth Administrative Assistant Location: Cape town Salary: Market


View Job
Wealth Administrative Assistant

Share this to someone who needs a job:
Posted in Uncategorized

More Jobs in Your Area