Wealth Investment Administrator
Gansbaai, Western Cape
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.
Responsibilities:
- Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required
- Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner
- Work closely with Wealth Adviser
- Provide ongoing feedback to clients
- Prepare and implement investment proposals
- Process new business applications (capturing and quality checking)
- Follow up on applications and instructions
- Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client
- Ensure all electronic documents are loaded on the internal system
- Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore portfolios
- Prepare cash flow analysis and retirement planning calculations
- We welcome innovative and creative thinking
Compliance to Internal Processes:
- Deliver service and commitments to clients thus building and maintaining a trust relationship with clients
- Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports etc.
Minimum requirements:
- B.Com qualification
- 3 years relevant work experience in Financial Services industry
- RE5 qualification
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
Recommended requirements:
- 2 - 3 years relevant work experience in Financial Services industry
Competencies required:
- Analytical skills
- Planning and Organising skills
- Prioritization
- Problem-solving skills
- Time management / Deadline driven
If you are not contacted within 2 weeks of your application, please accept that your application was not successful.
Job Type: Full-time
Ability to commute/relocate:
- Gansbaai, Western Cape: Reliably commute or planning to relocate before starting work (Required)
Application Deadline: 2023/06/21
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