Junior Adviser Assistant
4 months ago
**Job description**:
To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration.
**Responsibilities**:
- Administration of new business
- Gather Policy information
- Compile a summary of information
- Handle client enquiries (all existing business enquiries)
- Arrange appointments between Wealth Adviser and Clients
- Prepare & implement investment review appointments
- Maintain CRM system
- Prepare and distribute monthly/quarterly statements and Personal Financial Reports
- Build and maintain good working relationships
- Record details of transactions using the myPractice Notes module
- Maintain Service Level agreement deadlines
- Ensure FICA & FAIS Compliance
**Minimum requirements**:
- Grade 12
- Degree (Advantageous)
- 1 - 3 years administration experience within the financial services industry
- Computer literacy and knowledge of MS Office - Excel and Word
**Competencies required**:
- Time management
- Teamwork
- Organising and planning
- Presentable
- Client service orientation
- Attention to detail
**Education**:
- High School (matric) (required)
**Experience**:
- financial services: 2 years (required)
License/Certification:
- Finance Related Degree (preferred)
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