Global Talent Solutions
Cape Town, Western Cape, ZA
3d ago
source : JobVine

This role entails assisting the Financial Advisor with the processing of all financial administration fornew and existing clients, record keeping and data-capturing.

MAIN DUTIES & RESPONSIBILITIESCommunicating with clients telephonically and electronicallyCompliance - FICA, FAIS & Due Diligence (data gathering and filing)Data Capture on CRM system (Elite Wealth) updating existing and new client info & recordkeeping (workflows / tasks)Forms administration (Prepopulating apps, sending to clients, managing the return andcapturing of the forms / submitting to the Financial Institute) - for investments, risk, medical aidand Employee BenefitsProcessing instructions - redemptions, Section 14, 37 & 42 Transfers, adhocs and switchesfor local and offshore investments for clients.

SKILLS & EXPERIENCE REQUIREDHigh school senior certificateA minimum of 2- 3 years proven work experience within an insurance, investment or Asset Management environment financial advisory companyStrong verbal and written communication skillsGood telephonic mannerAbility to analyse and understand insurance policiesKnowledge of industrys professional terminologyExcellent attention to detail takes pride in workHighly organised and efficientExperience with Spotlight / Elite WealthYou need to understand each product i.e.

risk cover, Retirement Annuities, Investments, reservationFunds, Pension & Provident Funds, Living Annuities and Medical Aid, Employee Benefits

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