Overview
Wealth Investment Administrator Jobs in Port Elizabeth, Eastern Cape at PSG Wealth Financial Planning
Full Job Description
VACANCY | WEALTH ADMINISTRATIVE ASSISTANT | GQEBERHA, EASTERN CAPE | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Job description:
The successful candidate will be responsible for office 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.
Responsibilities:
Gather Policy information
Compile a summary of information
Research product information
Handle new application and quotations
Handle and solve client enquiries (all existing business enquiries)
Diary management for new and existing business cases
Diary management for Wealth Adviser
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
Record details of transactions
Maintain Service Level agreement deadlines
Manage policy renewals
Ensure FAIS Compliance
Load new/existing business policies
​Minimum requirements:
Matric
2 – 3 Year relevant Financial Service Experience
Strong administrative skills
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
​Competencies required:
Customer Service
Communication skills (verbal & written)
Problem solving
Attention to detail
Team player
Job Type: Full-time
Ability to commute/relocate:
Port Elizabeth, Eastern Cape: Reliably commute or planning to relocate before starting work (Required)
Experience:
Financial Services : 3 years (Preferred)
Location:
Port Elizabeth, Eastern Cape (Preferred)
Work Location: In person
Title: Wealth Investment Administrator
Company: PSG Wealth Financial Planning
Location: Port Elizabeth, Eastern Cape
Category:
