Description:
Main duties and responsibilities include:- Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;
- Assisting the financial advisor in his job 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 all client transactions, implementation of new business etc;
- Drawing statements from service providers and summarising 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 client folder.
- General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith.
- Be telephonically available for client queries, and act as initial point of contact for client queries.
- Maintain an appropriate filing and recording system both hardcopies 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 to work under pressure.Requirements:
- Grade 12 (Essential).
- 3+ years experience at a financial advisory practice is advantageous
- Post Matric qualification will be an advantage
- Strong written and verbal language skills both Afrikaans and English essential
- Strong computer skills essential
- Own vehicle, transport and driver's license essential.
15 Jan 2026;
from:
gumtree.co.za