WEALTH ASSISTANT

To provide the required and relevant professional assistance to the Wealth Planner or Advisor in the administration and implementation of clients’ financial reviews and investment instructions-Processing new business for new and existing clients-Implementation of clients’ instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providers-Obtain confirmation from service providers regarding implementation of instructions above-Written communication/confirmation to clients regarding investment instruction implementation-Servicing of existing clients-Assimilate investment/fund values, investment performance statistics and Astute information of clients-Compiling, binding and preparation of proposals and client review documentation-Make payments on behalf of clients through the corporate saver accountGeneral Administration-Scheduling meetings for Wealth Planner/Advisor and organising diary-Recording of client interactions and updating of client records upon completion of interaction-Maintaining client records and database according to company policies-Beneficiary Risk Rating and screenings-Assistance with Wealth Special Projects on an ad hoc basis-Proactively manage tasks and ensure that all instructions are attended to efficiently.Job Evaluation CriteriaFormal Education-MatricExperience:-Administrative experience in financial services is essential-2-3 years’ experience in the investment financial services industry