Wealth Assistant

To provide the required and relevant professional assistance to the Wealth Planner or Advisor in the administration and implementation of clients' financial reviews and investment instructions

• -Processing new business for new and existing clients
• -Implementation of clients' instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providers
• -Obtain confirmation from service providers regarding implementation of instructions above
• -Written communication/confirmation to clients regarding investment instruction implementation
• -Servicing of existing clients
• -Assimilate investment/fund values, investment performance statistics and Astute information of clients
• -Compiling, binding and preparation of proposals and client review documentation
• -Make payments on behalf of clients through the corporate saver account

• -Scheduling meetings for Wealth Planner/Advisor and organising diary
• -Recording of client interactions and updating of client records upon completion of interaction
• -Maintaining client records and database according to company policies
• -Beneficiary Risk Rating and screenings
• -Assistance with Wealth Special Projects on an ad hoc basis
• -Proactively manage tasks and ensure that all instructions are attended to efficiently.

• -Matric

• -Administrative experience in financial services is essential
• -2-3 years' experience in the investment financial services industry