Wealth Manager Administrator

Reference: 10223 SJ
Consultant: Sone Johnson

Job Description:

Manage calendar, scheduling appointments, and organising meetings.
Maintain accurate client records and databases, ensuring confidentiality and compliance with regulatory requirements.
Consulting with different Service Providers to ensure smooth account opening process.
Ensure adherence to regulatory requirements and internal compliance policies in all client interactions and administrative tasks.
Ensure customer records are correctly created and kept updated.
Applying FICA knowledge as per FSCA requirements.
Coordinate and follow up discrepancies and escalate any exceptions to management.
Attending to email and telephonic enquiries from Wealth Managers and assistants timeously.
Cultivate strong relationships with clients, demonstrating a commitment to understanding their financial goals and objectives.
Ensure effective problem solving of enquiries from departments.
Ad-hoc duties when assigned, department related.
Processing Switches and Top Ups.
Providing excellent service to Wealth Managers/assistants/clients
Perform any reasonable task requested from the company
Prepare for client’s meetings, client reviews, and policy schedules

Qualifications:

Matric or other relevant qualifications
Minimum 3 years investment administration or previous experience in a similar role within the financial services industry will be preferable
Knowledge of FICA as per FSCA requirements and Regulatory Compliance

How to Apply:

Email your comprehensive CV to exceedhr@exceed.co.za.
If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
We reserve the right to only conduct interviews with candidates of choice.
Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

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