Key performance areas:
Documentation Processing
- Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes in
income by due date etc.
- Coordinate and produce annual reviews incl. reports etc.
- Emails, practice management system and follow ups of any instructions incl. obtaining proof and checking correctness.
Personal Effectiveness
- Accountable for service delivery and take ownership through own efforts of all aspects of the job.
- Individually accountable for managing own time, tasks and output quality (accuracy is of utmost importance).
- Collaborates and networks effectively with others to achieve results.
Quality Assurance
- Performs quality checks on own work, adheres to service and quality standards & to all compliance requirements.
- Passionate and committed to service excellence and embrace a culture of exceptional performance.
Relationship Building
- Build strong partnerships with staff from various suppliers.
- Ensure that all issues are proactively and smoothly resolved, keeping Wealth Manager always informed whilst strictly operating within the non-advice mandate as required by legislation.
Knowledge and Skills
IT / Systems:
- Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.).
- Elite Wealth practice management system.
- Adequate typing speed.
Competencies
- Detail- and task orientation & Effective multi-tasking.
- Proactive problem-solving ability, planning and organizing.
- Sound communication skills (written, email and phone).
- Building efficient relationships to accomplish objectives of role.
- Information Monitoring, Initiating Action &Ownership.
Requirements:
- Grade 12 or equivalent
- Afrikaans client base so high competency level in business Afrikaans.
- Previous exposure to dealing with and assisting clients in terms of a financial planning (wealth) book of business.
- Own transport and a valid drivers license.
- Fully bilingual Afrikaans and English (read, write & speak).
