RECEPTIONIST /ADMINISTRATOR - Resolute Wealth Management, Sandton

  • Sandton
  • Salary: R12 000.00 - R15 000.00 Per Month
  • Job Type: Permanent
  • Sectors: Admin, Investment, Finance
  • Posted by Resolute Wealth Management on Tuesday, February 12, 2019
  • Reference: RECEPTIONIST /ADMINISTRATOR
  • Apply before Saturday, April 13, 2019 - 57 Days left

Vacancy Details

Employer: Resolute Wealth Management

We are looking for a dynamic individual who is looking for a career in the financial services industry as a receptionist & a dedicated administrator to a financial advisor within an Independent boutique private wealth management firm.

The candidate will be responsible for all reception duties, as well as working closely with a financial advisor, assisting with his day to day administration.

The position offers room for growth in the business and offers an extra incentive % split on commission earned on any new clients brought in on certain business income. Bonuses are applicable at the end of each financial year along with market related increases in salary over time with experience and qualifications, dependent on performance.


Required Skills

  • receptionist
  • administrator

Candidate Requirements

Experience with working on Elite Wealth
Reception and/or administration experience and exposure to life assurance and investment policy administration
Experience in administration and client management
Good interpersonal skills
Good written communication skills
Good team player, hard worker and willing to be flexible
Able to take initiative and learn quickly with a very positive attitude at all times
Reliable and trustworthy
Reliable transport to and from work (Monday to Friday)
Reception Duties
Answering Telephones
Directing queries to the correct person
Taking messages
Greeting & seating clients coming in to the office
Ordering of required stationary and consumables

Administration Duties
Investments:

  • New business and additions
  • Transfers: Section 37(2), Section 14, general transfers, retirement notifications
  • Withdrawals
  • General administration
  • Reviews

Exposure to institutions: Allan Gray, Investec, Glacier, Sanlam, Liberty Life, Stanlib, Old Mutual, Hollard, Momentum, etc

Life Assurance Administration:

  • Obtaining comparative life quotations
  • Processing accepted quotations
  • General life assurance administration

General:

  • Setting up of Advisor appointments
  • Filing
Apply before Saturday, April 13, 2019 - 57 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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