Wealth Advisor Assistant - Bathurst
HRW Interim Solutions
The main purpose of the role is to effectively assist and support the Wealth Advisor in the fulfilment of general sales and administrative support activities, client liaison and engagement. • Actively provide support to Wealth Advisors for the acquisition, retention and maintenance of client relationships • Provide support in inter-departmental relationships • Coordinate the sales and administrative activities between the different product providers and their consultants • Astute downloads • Compile research, request quotes and fact sheets • Manage client servicing requests • Prepare meeting packs • Capture policy and balance sheet preparation • Request and update client investment and policy statements • Update client information on Dynamics and Elite • Scan client documents to Dynamics and Elite • Submit all new business applications • Submit servicing requests such as top-up payments, Section 14 & 37 transfers, withdrawals and redemptions • Assist with general office functions as required SKILLS/PERSONAL ATTRIBUTES REQUIRED • Matric with a minimum of 3-5 years experience in client relationship management • A minimum of 3 years experience in a financial planning environment • In depth knowledge of Financial Planning administration, Risk and Investment products, processes and best practices • Good understanding of managing client data • Good understanding of FAIS, FICA and general Compliance • Excellent knowledge and experience with a variety of common office software (PowerPoint, Excel, Word) • Strong research, analytical, and presentation skills • Confident communication with clients, written and verbal • Hands on, able to work under pressure, and handle a high volume of work • Numeric competency and accuracy • Sound written ability • Interpersonal understanding • Excellent communication skills • Detail orientated • High levels of accountability and trust • Sense of urgency - prompt issue resolution • Sense of responsibility and ownership • Adaptable and flexible to change • Ability to multi-task Salary for this position is dependent on experience and qualifications, ranging from R180,000 per annum.
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