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About the job
A successful financial advisory firm is looking for an Admin Assistant to join their dynamic team,
to assist the Financial Advisor with processing of all financial administration for new and existing clients, record keeping and data capturing.
Responsibilities
Communicating with clients telephonically and electronically
Compliance - FICA, FAIS & Due Diligence (data gathering and filing)
Data Capture –on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows/tasks)
Forms administration (Prepopulating apps, sending to clients, managing the return and capturing of the forms/submitting to the Financial Institute) - for investments, risk, medical . . aid and Employee Benefits
Processing instructions - redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients.
Preparing client quotes and comparisons with the various Financial Service Providers
Working with the paraplanner to prepare client proposals
Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients
General admin support
Qualifications
Matric
Diploma / Undergraduate degree
Work Experience
Minimum 3 years previous administration experience in an insurance, risk or Asset Management/ financial advisory environment
Proficient in MS Word and Excel, outlook
Experience with Elite Wealth or any CRM system
knowledge of industry terminology and product
Pls do not apply if you do not have the above experience
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