Advisory Assistant at Dixie Recruitment

• An established professional services business based in Kloof, Durban is looking for an Advisory Assistant to provide administrative and client support to a senior advisor.
• This is a varied role for someone who is highly organised, accurate and client-focused, with strong attention to detail and the ability to manage multiple tasks, follow up on outstanding matters and work effectively to deadlines.
• The successful candidate will work closely with clients and internal stakeholders, ensuring that documentation, instructions and administration are handled accurately and efficiently.

KEY RESPONSIBILITIES

• Provide administrative and operational support to the advisor.
• Communicate professionally with clients and internal and external stakeholders.
• Follow up on outstanding documentation, information and instructions.
• Contact clients to request documents and arrange appointments.
• Assist clients with completing and signing documentation.
• Respond to client queries in a professional and helpful manner.
• Prepare documentation and information for client meetings.
• Maintain accurate client records and update the CRM system.
• Complete onboarding documentation and submit various instructions.
• Request and monitor required compliance documentation.
• Track and follow up on various client instructions and transactions.
• Manage review schedules, appointments and follow-ups.
• Ensure actions arising from meetings are completed within the required timeframes.
• Liaise with internal departments regarding fees and related administration.
• Assist with calculations, reports and client information where required.
• Maintain accurate records and ensure documentation is kept up to date.
• Assist with general office administration and provide support to the wider team when required.

REQUIREMENTS

• Matric + relevant qualification
• Excellent attention to detail and a high level of accuracy.
• Strong organisational and time-management skills.
• Good analytical and problem-solving abilities.
• Excellent verbal and written communication skills.
• The ability to work independently and take ownership of tasks.
• The ability to work under pressure and meet deadlines.
• A professional, friendly and client-focused approach.
• Strong interpersonal skills and the ability to work well within a team.
• A high level of honesty, integrity and confidentiality.
• Experience with the following would be advantageous:
• Microsoft Office / O365
• Excel
• Teams / SharePoint
• CRM systems