Financial Planner Assistant at GCI Wealth

Job description

GCI Wealth – Client Relationship Manager / Administrator - Florida

An exciting New Role has emerged at GCI for a Client Relationship Manager to join our progressive Team.

We are looking for a dynamic, driven and hardworking candidate to join our team.

Job description

This is a very exciting opportunity available for a Client Relationship Manager with relevant industry experience.

Essential - at least two years experience in a similar role. We are looking for someone organised with outstanding client service skills to assist two Wealth Managers and Manage the Office.

Responsibilities include: Compliance support, Marketing support, Client liaison, Administration support, Office Management tasks, Follow up on meetings with clients, Building lasting relationships with our clients.

Desired Skills and Experience

• Essential - at least two years experience in a similar role.
• Matric and ideally some tertiary Qualification (not essential)
• Bilingual - English and Afrikaans
• At least 2 years experience in the Investment and Insurance industry
• Mediacal Aid, Employee Benefits and Compliance Experience would be beneficial
• Advanced Computer Literacy
• Must have the ability to work independently with minimum supervision
• Excellent verbal and written communication skills
• Positive attitude and conscientious approach
• High level of professionalism
• Remuneration will be structured as follows:
• A Salary Based on Experience
• Employee Benefit Contributions
• Commission
• Excellent learning and progression opportunities.