Assistant | PSG

Job description
The wealth adviser assistant forms part of the administration support team and is responsible for the effective support of wealth advisers and the office manager. The role requires oversight of all administrative functions to ensure accurate and detailed record keeping, comprehensive CRM administration, timeous processing of client instructions, and superior client service. The wealth adviser assistant reports to the office manager and executes instructions issued by their allocated advisers. Collaboration with paraplanners and junior financial advisers may be necessary to ensure adherence to our client’s SLA.

Responsibilities
▪ Prepare & collate product & compliance documentation for client portfolio reviews.
▪ Ensure adherence to FICA legislation by reporting on client FICA statistics & maintaining updated FICA records.
▪ Ensure administrative adherence to the PSG Wealth client Service Level Agreement.
▪ Comply with administrative standards & procedures as implemented by the office manager.
▪ New business preparation & implementation (new product applications, Section 14 & 37 transfers, additional
▪ investments, retirement options & conversions.)
▪ Servicing preparation & implementation (withdrawals, repurchases, portfolio switches, income amendments,
▪ maturities, debit order amendments, death claims & client static detail changes).
▪ Diary management & scheduling client appointments.
▪ Prepare & distribute Personal Financial Reports.
▪ Maintain detailed electronic client files on One Drive.
▪ Maintain myPractice profiles & records of all workflows using the Notes module.
▪ Attend to client inquiries & provide regular feedback & confirmation of instructions in process.
▪ Attend regular product, platform & process training & participate in personal professional development
▪ initiatives.

Minimum requirements
▪ Grade 12
▪ 3 – 5 years relevant work experience within the financial services industry
▪ Proficient in both spoken and written English and at least one other of the official South African languages
▪ Computer literacy (MS Office)

Competencies required
▪ Customer service
▪ Attention to detail
▪ Team player
▪ Resilience
▪ Solutions driven
▪ Interpersonal skills (Interaction with different business divisions and level of management)