Wealth Manager Assistant - Cape Town

SUMMARY:
Our client in the Financial Services industry is seeking to employ a Wealth Manager Assistant to join their team based in Cape Town.

POSITION INFO:
Requirements: Matric \/ Grade 12. Minimum 2 years' Experience in investment administration will be an advantage. Full understanding of Investment Products, including but not limited to: Living annuities Life annuities Retirement annuities Preservation funds Discretionary investments Endowments Tax free savings investments Responsibilities: Time Management - Turnaround time \/ meeting deadlines \/ Prompt feedback. General Support - Are they making your day to day easier (chasing outstanding info, team player). Accuracy of work. Customer Service Delivery - \"What is the customer's experience\". Proactive Task Management. Effective Communication skills - With both internal and external stakeholders. First line of query management and support. Process switches, withdrawals and other servicing instructions. Prepare servicing documentation for client signature. Monitor outstanding servicing instructions until completed. Liaise with product providers regarding servicing requests. Assist with Section 14 and Section 50 transfer administration. Assist with annual fee renewal administration. Keep clients informed regarding the progress of servicing instructions. Escalate urgent matters to the Wealth Manager where appropriate. Ensure all client communication and servicing activities are accurately captured on the CRM. Maintain accurate client demographic, banking and compliance information. Ensure documentation is correctly filed and maintained. Follow up on outstanding documentation required for servicing. Please note that if you do not receive a response within 2 weeks, your application has been unsuccessful.