Wealth Manager Administrators
Location: Cape Town Northern Suburbs
Start Date: ASAP
Senior administrative team lead - Team management experience preferable
Remuneration: R18 000 - R 28 000
General investment administrator - Strong insurance and investment administration skills required.
Remuneration R 15 000 - R30 000
Requirements:
- 3 - 5> Years insurance and investments administration experience
- RE5 and industry related qualification required / preferable.
- Senior administrative team lead - Team management experience preferable
- General investment administrator - Strong insurance and investment administration skills required.
- Own reliable vehicle
- Fluent in English and Afrikaans
- Strong communication skills
- Resilience and 2years > spent per previous role.
- References will be requested.
KEY AREAS OF RESPONSIBILITY
- Clear understanding of investment and risk products
- Gather policy information.
- Research product information
- Compile & process of investment & risk policy applications and quotations
- Submitting and processing of insurance and investment servicing:
- New business
- Transfers
- Withdrawals
- Fund changes
- Policy terminations
- Prepare and implement financial planning & investment proposals.
- Handle and solve client enquiries.
- Maintain Client Relationship Management system.
COMPETENCIES
- Must have a “can do” attitude, and willingness to work in a rapidly evolving environment.
- A self-starter with initiative who can drive projects to completion with minimal guidance.
- Must also be able to work in a highly structured environment when required.
- Must accept and manage responsibilities.
- The candidate must have a keen eye for detail.
- Excellent communication and interpersonal skills - an ability to work with a broad range of people.
- High levels of energy, drive, optimism, and creativity
- Sound knowledge of Microsoft Word, Excel, and Outlook
- Must always meet Seed’s values of honesty and integrity.
- Should be able to always work under pressure environment with deadlines.
- Can handle multiple projects at the same time.
- 3-5 years of investment / financial planning environment experience is required.
- A successfully completed Regulatory Exam for Representatives (RE5) would be advantageous.
