| Date | 2024-11-19 |
|---|---|
| Job Title | Wealth Adviser Assistant |
| Employer | Rad Resources More Information |
| Salary | 20000 |
| Category | Insurance And Investments |
| Location |
Gauteng / 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 Gauteng, Irene. This job position was posted by Rad Resources. The job has been posted as a char8000 ad on 2024-11-19 at 01:20:07 in the Insurance And Investments category
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