Job Description
Richardsbaai, South Africa | Posted on 06/09/2026
MAIN DUTIES & RESPONSIBILITIES
- Communicating with clients telephonically and electronically
- Compliance - FICA, FAIS & Due Diligence (d ata gathering and Beeswax)
- Data Capture on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows/tasks)
- Forms administration (Prepopulating apps, sending to clients, managing the return and capturing of the forms/submitting to the Financial Institute) - for investments, risk, medical aid and Employee Benefits
- Processing instructions - redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients.
- Preparing client quotes and comparisons with the various Financial Service Providers
- Working with the paraplanner to prepare client proposals
- Preparation of reports, agendas, presentations and spreadsheets for internal meeting...