| Date | 2024-11-19 |
|---|---|
| Job Title | Wealth Adviser Assistant |
| Employer | More Information |
| Salary | 20000 Monthly |
| Category | Admin Clerical Secretarial |
| Location |
Pretoria / Irene |
Job Summary
The successful candidate will be responsible for office Management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties Gather Policy information Compile a summary of information Research product information Handle new application and quotations Handle and solve client enquiries (all existing business enquiries) Diary management for new and existing business cases Diary management for Wealth Adviser Arrange appointments between Wealth Adviser and Clients Prepare investment review appointments Maintain CRM system Rebalance and maintain existing portfolios Prepare and distribute monthly/quarterly statements Manage Administrative Documentation (detailed records) Build and maintain good working relationships Record details of transactions Maintain Service Level agreement deadlines Manage policy renewals Ensure FAIS Compliance Load new/existing business policies
Requirements:
Matric/Grade 12 3 years relevant work experience in Financial Services industry RE5 qualification will be a requirement Proficient in both spoken and written English and Afrikaans Computer literacy (MS Office)
Wealth Adviser Assistant position available in Pretoria, Irene. This job position was posted by . The job has been posted on 2024-11-19 in the Admin Clerical Secretarial category
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