Wealth Administrative Assistant
Job details
The Wealth Administrators role is to ensure that all work related to longterm assurance gap cover medical aid wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner Product Provider Investment House Health Administrator and the client directly. The role of the Wealth Administrator is to assist the planner with their administrative duties together with new business and be the link between the planner the client and the product provider health administrator and or investment house.
- The assistant is expected to handle the activities listed below which should be read in conjunction with the Workflow process as adopted and amended by Origin from time to time:
- Handle telephone calls both incoming and outgoing
- Messages to be taken and handed over to Planner on daily basis as required
- Save telephone calls into Workpool for record keeping
- Work with the Planner and ParaPlanner within the processes to assist with new business and amendments to existing business:
- Longterm assurance policies medical aids gap cover wellness programmes and investments
- New potential clients and Existing clients
- Create tasks
- Create child tasks
- Manage tasks/ Work in tasks
- Make notes on existing tasks
- Transfer tasks where required to do so
- Complete tasks
- Add documents to the views and tasks for compliance purposes Check views that information is correct
Requirements
1. Superior relationship and management skills in order to deal with clients colleagues and providers 2. Good knowledge of the various wealth insurance products 3. Ability to assist with new business 4. Relevant qualifications and certifications as preferred 5. Time management work under pressureBenefits
- Competitive remuneration packages with company benefits.
- Fastpaced work environment.
- Employee centric practices.
- Remote working conditions (hybrid teams).
- Employee recognition and appreciation initiatives.
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