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Max Salary: Cost to company of R20 000 to R35 000pm
Job summary
One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Marketing Assistant. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement funds.

Key areas of responsibility:
Duties include, but are not limited to:

1. Support to Wealth Planner
Time Management - Turnaround time / meeting deadlines / Prompt feedback
General Support - Are they making your day to day easier (Calendar management, chasing outstanding info, team player)
Accuracy of work
Customer Service Delivery – “What is the customer\\\\\'s experience”.
Proactive Task Management
Effective Communication skills - With both internal and external stakeholders
First line of query management and support

2. Product Administration Knowledge
Full understanding of Investment Product administration, including but not limited to:
- Living annuities
- Life annuities
- Retirement annuities
- Preservation funds
- Discretionary investments
- Endowments
- Tax free savings investments

3. New business, including but not limited to:
Prepare comprehensive application forms, quotations and compliance
Review application forms and compliance before submitting
Obtain supporting information such as FICA, bank details, medical information, etc.
Submit new business forms
Debit orders follow-up
Claims process and follow-ups - Inform client once issued
Ensure that all final / signed compliance is sent to the client
Update CRM accordingly

4. Maintenance of clients
Ensure you provide regular feedback / updates to clients
Keep CRM and Product Provider updated at all times with clients’ most recent information (including compliance, transactional and static information)
Schedule meetings with Wealth Planner, receiving of clients and ensure that meeting facilities are managed, including tea, coffee and water arrangements
Capture CCM Payments

5. Qualifications
Min 2 years’ Experience in investment administration will be an advantage.

6. Soft Skills Competencies
Attention to detail
Effective communication skills
Deadline driven
General Requirements: Cost to company of R20 000 to R35 000pm including risk cover of 3 x annual salary for life and disability. All interested candidates to send their updated CV’s and cover letter in word format as well as their current/previous remuneration details to
Location Cape Town    
Consultant: Ruarke Kerr
Email: Share This Job