Wealth Management Administrator

Company

Helderberg Personnel CC

Location

somerset west, somerset west

Type

Full-time

            Key Responsibilities  
Administration (Investments, Long-term risk policies, Medical aid & GAP-cover) 
Process instructions including: 
New business applications 
Advisor appointments on existing investments and policies 
Investment additional contributions 
Investment withdrawals 
Investment switches and transfers 
Prepare and submit documentation to product providers 
Track and follow up on outstanding transactions with asset managers, investment platforms, insurance providers, medical aid and GAP-cover providers 
Maintain accurate records of all client transactions 
Client Administration 
Open and maintain client files and records 
Update client personal details and financial information on the CRM system 
Prepare client documentation packs for financial advisors 
Assist with the preparation of review pack...
        

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Wealth Management Administrator

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