Wealth Advisor Assistant

Minimum requirements: Completed Grade 12 Certificate Relevant BCom Degree or any relevant financial qualification Completed RE 5 certificate (Advantageous) 3 - 5 years relevant wealth administration experience in the financial services sector Proficient in both spoken and written English as well as one other official South African Language Computer Literacy skills (MS Office) Responsibilities: Financial Planning and investment administrative support Prepare statement of advice documentation as required. Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model. Gathering Policy information Compiling a summary of information Handling of new application and quotations Maintaining CRM systems Data capturing Fast efficient onboarding, preparation, follow up and completion of reviews, new business, servicing and compliance. Handle and solve client enquiries (all existing business enquiries) Ensure clients myPractice an...

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