Reference: SW004601-AM-1
My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.
Duties & Responsibilities
Main duties and responsibilities include:
- Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;
- Assisting the financial advisor in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms, and follow-ups;
- Filing, capturing client data, updating spreadsheets and word documents;
- Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers/insurance companies;
- Follow-up on all client transactions, implementation of new business, etc.;
- Drawing statements from service providers and summarizing client portfolio information;
- Preparation of the necessary presentations, investment summaries, and documentation for client review meetings;
- Assist with FAIS and FICA compliance and any other compliance requirements;
- Scan to file all new business documents in the client folder;
- General office duties which include but are not limited to filing, scanning, printing, ordering stationery, and any other duties which may be associated therewith;
- Be telephonically available for client queries and act as the initial point of contact for client queries;
- Maintain an appropriate filing and recording system – both hard copies and electronically;
- Ensure that investments and assets under management and the recording thereof are kept up to date and current, and send out statements on a monthly basis;
- It is essential that the candidate has the ability to multitask and work under pressure.
Requirements
- Grade 12 (Essential).
- 5+ years’ experience at a financial advisory practice is advantageous.
- Post Matric qualification will be an advantage.
- Strong written and verbal language skills in both Afrikaans and English are essential.
- Strong computer skills are essential.
- Own vehicle, transport, and driver's license are essential.
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