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Everest Wealth Management is a private investment and wealth management company, established in 2002, which specialises in building, maintaining and protecting the wealth of trusts, companies and individuals under our care. Our main aim is to offer sound investment advice to ensure stable returns over the medium to long term. True growth is however proven...
About the job
Summary of role:
Everest Wealth is a specialist investment management business focusing on personal share portfolio solutions. You will be required to maintain overall responsibility for support to Everest Wealth in the areas of client service, administration and data capturing.
You'll also be expected to know your company's products, systems, procedures, and policies inside out as well as work with the System Administrator to support the functions of systems, finance, and reporting.
Key Areas of Responsibility
Receive, check, capture and process client requests insofar as direct investment business such as new applications, additional applications, withdrawals, or change of client details
[Receive, check, capture, and process (or assist in the processing) client requests insofar as investment platform business such as new applications, additional applications, withdrawals, or change of client details
Manage communication with advisors and clients insofar as the status of requests as well as monthly statement preparation
Capture client information on systems such as client relationship management platforms as well as FICA systems
Minimum requirements:
Preferably any financial services experience – investment industry-focused, whether in administration, service, or advice
Preferably NQF Level 5 or higher – investment or wealth management orientated qualifications ideal
RE exams would be a benefit
Financial advisory or investment administration experience
Competencies:
Team management skills, including mentoring and coaching
Sound organisation and planning
Client services and outcome/solutions driven
Ability to multitask and prioritise
Excellent verbal and written communication skills
Resilient
IT and computer literate
Roles & Responsibilities
To be discussed.
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