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CMC GLOBAL
CapeTown
Must have worked in a Financial environment capturing Purchase Orders and Invoices and have strong Administration skills and experience for 2 years. Must have Matric (essential) Availabilty - Immediately
Job Source: CMC GLOBALThe Recruitment Council
CapeTown
Role: Wealth Manager Category: Banking Location: Cape Town Salary: R 750 000 - R 2 000 000 Per Annum Our client, a prestigious and innovative banking company, is seeking a talented Wealth Manager to join their elite team. Our client is made up of unique talents, diverse minds, and agility and live up to our promise of staying curiou
Job Source: The Recruitment CouncilACB Consulting
All over South Africa
Your responsibilities will include: • Achieving predetermined sales targets across the business by identifying opportunities in the clients base to advise clients on the Client approved investment and risk solutions. • Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and exp
Job Source: ACB ConsultingCharm Recruit
CapeTown
Our company operates with integrity, transparency, and a dedication to regulatory compliance. Job Description: We are seeking a dynamic and results-driven Sales Manager to join our team in Cape Town, South Africa. The Sales Manager will be responsible for leading and managing the sales team, driving revenue growth, and fostering client relationshi
Job Source: Charm RecruitEngage Recruit
Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, P
Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN Starting Date: Actively Seeking - ongoing open opportunities Remote, Hybrid options available Industry: Financial Services Mandatory required documentation: Updated DOFA and CV to be emailed to : Requirements: Grade 12 Degree related to Financial Industry prefe
Job Source: Engage Recruit3R Consulting Ltd
, Noordwes
Our Client is a provider of medical equipment and services and due to growth is looking to appoint a suitably qualified individual to carry out the financial and administrative duties for the company. Including managing the sales and purchasing ledger, coupled with debt control and financial reporting on performance. The primary requirements for th
Job Source: 3R Consulting LtdACB Consulting
All over South Africa
Are you someone who can: • Deliver exceptional experience and education to Private Clients/Private Clients of our Client' clients on basic wealth creation, accumulation. • Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. • Understand and market all financial servic
Job Source: ACB Consulting3R Consulting Ltd
, Noordwes
Job Description We are recruiting for an experienced Client Manager for our client who is offering a highly rewarding career within a unique and successful, Chartered Wealth Management Practice. You will have previous experience of working in a client management role for a professional organisation. As Client Manager you will be responsible for cli
Job Source: 3R Consulting LtdPortelizabeth
R Monthly
MINIMUM REQUIREMENTS:
Matric.
Tertiary qualification will be beneficial .
At least 3 years administrative experience within a financial services (wealth management) brokerage.
Excellent computer literacy (Microsoft 365, SharePoint, One Drive, Teams, To-do/ Planner, Adobe, X Plan, Canva).
Exceptionally strong admin skills.
Super efficient and organized.
Strong Written and Verbal Communication Skills.
Meticulous Attention to Detail.
Sunny Disposition.
"Can Do" attitude.
Progressive and Embraces change.
Flexible and Hard Working.
Works well under pressure.
Can Multi-task.
RESPONSIBILITES:
Administration:
Overall administrative duties with regards to new and existing business for brokers.
Preparation, summary and administration of quotes and client portfolio updates.
Capturing of details onto the new business register and submitting new business applications.
Run due diligence process on a client.
Book and prepare review client files. Make sure all reviews are complete and monthly review targets met.
Meet with Brokers to determine how many reviews are required for the month and set targets.
Handle client queries timeously and effectively and follow up with all outstanding matters.
Submit all investment applications.
Keep updated registers of all processes and procedures, including flow charts.
Responsible for compliance checks and implementation on files.
Weekly updates and communication with regards to lapses / outstandings or missed premiums.
Maintain and update the overall CRM System, including X-plan and making sure it is current, correct and updated.
Ensure that all documents, corporate files and filing are always up to date and filed systematically.
Open new files for potential new clients (digital).
General Servicing - Amendments and submitting of all investment applications.
Liaise with Broker consultants, accountants, attorneys, business bankers & medical professionals.
All business document templates to be kept updated, as well as the office asset register.
Keep copies of all policy records and contracts and ensure that copies are sent to clients.
Overall telephone / administrative and office support duties for Brokers and Management.
Assist with General Office duties, such as software back up and updates, printer, overseeing of office stationery orders and assistance with marketing and client / stakeholder relationship building.
Aiding in the continuous development of the company, including meeting weekly tasks / goals and updates.
Overall office support for the smooth running of the day-to-day operations of the business.
Answering the telephone and transferring of calls and message taking where needed.
Weekly reporting on compliance, reviews, client communication, arrear premiums and lapses.
Keep Brokers and management informed at all times of any client queries / challenges / problems.
Assist, upskill and communicate any new areas with regards to X-plan or Office 365 or products, etc. where the Brokers or team can benefit from.
Welcoming of clients expected by Broker when arriving and offering tea / coffee.
Compliance:
Updating of all documents, including client and compliance packs and all relevant business forms / applications and policies.
Updating Directors on Compliance audits and what is outstanding, including training / CPD points.
Weekly compliance updates and X-plan reports.
Addressing compliance related queries from within the business.
Creating a compliance culture within the business.
Advising business (brokers and management) on regulatory changes which may impact compliance management within the business.
Management of compliance functions where applicable, and working with the external compliance.
Keeping Compliance SharePoint / One Drive up to date and relevant at all times, including the Administration Share Point Site.
Communication:
Service clients - Email, face to face and telephonically.
Communication overall communication with clients.
Keeping of client records updated at all times, including suppliers contacts and contracts.
X-plan to remain updated and relevant with client details and information at all times.
Office 365 Keeping up to date where necessary on all areas and updating of pages / documents / webparts.
Assist, upskill and communicate any new areas of development of plug-ins with regards to X-plan or Office 365 or products, etc. where the Brokers or team can benefit from.
Keeping up to date with all relevant software X-plan with continuous personal development and upskilling of team.
Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.
Email Alert for Financial Services (Wealth Management) Administrator jobs in Portelizabeth
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.