Administrative Assistant Job Stellenbosch area,South Africa,Business

Reference:10432 SJConsultant:Sone Johnson The successful candidate will be responsible for supporting the wealth advisers, 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.Job Description:

Gather Policy information
Preparing of Client Reviews
Preparing proposals and client reviews according to set template
Data capturing
Handle new application and quotations
Handle and solve client enquiries (all existing business enquiries)
Diary management for new and existing business cases
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
Maintain Service Level agreement deadlines
Deal with Employee Benefit Service-Related Queries.
Manage policy renewals
Ensure FAIS Compliance
Load new/existing business policies

Qualifications:

BCom (Finance/ Business Finance/ Investments/ Financial Planning Law/ Financial Sciences/ Investment Management/ Economics)
0-2 Years experience in the financial services industry
Strong technical and administrative skills

How to Apply:

Email your comprehensive CV
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We reserve the right to only conduct interviews with candidates of choice.

Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful #J-18808-Ljbffr

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