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Personal Assistant to a Financial Advisor
2 weeks ago
Remuneration:
Nature of employment:
The successful incumbent will be employed on a permanent basis after completion of a probationary period.
Experience
The successful incumbent will have at least two (2) or more years experience as a Personal Assistant preferably within the Financial Services industry OR a B-degree with at least two (2) or more years experience as a Personal Assistant.
Formal education and qualifications as a minimum requirement
- Matric
- A Bdegree within the Financial Services
- Successfully completed the Regulatory Exam for representatives (RE5) exam would be advantageous
- Must be computer literate on a basic to intermediary level on Microsoft software
- Must have excellent interpersonal, time management and organisational skills
- Must be able to work independently with the ability to multitask and prioritise workloads
- Must have the ability to follow established processes
- Own transport and cellular telephone is mandatory
Inherent requirements and skills applicable to this vacancy
- Excellent analytical skills
- Excellent communication skills
- A sound understanding of various financial policies, products and portfolios
- Passionate about customer care
- Ability to work independently
- Attention to detail
- Innovative, outgoing and a dynamic persona
Responsibilities
- Keeping of electronic diary and organizing the advisors time management;
- Preparing of reports, presentations, and other correspondence;
- Coordinate engagements and events, keeping of notes, scheduling of meetings, booking of venues etc;
- First point of contact with client enquiries;
- Maintain client relations;
- Record keeping of client data on relevant data base system;
- Preparation of client files according to legislation;
- Liaising with staff and suppliers when necessary.
- Attending to client consultations for new business and servicerelated needs;
- Maintaining of existing business;
- Establishing and defining a professional relationship with clients;
- The implementation of financial planning recommendations;
- The monitoring of the financial planning recommendations;
- Oversee the administration of a financial planning practice, including but not limited to compliance, revisions, marketing opportunities, etc.
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