Assistant to Financial Advisors
1 week ago
ADMINISTRATIVE ASSISTANT an independent and authorised financial services provider, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances.
**PURPOSE**: This role entails assisting the Financial Advisor with the processing of all financial administration for new and existing clients, record keeping and data-capturing.
**Location**: Cape Town CBD
Assist Advisors
**Hours of work**: 08:00am 4.30pm or 08.30am 5pm, Monday to Friday
RESPONSIBILITIES
- Communicating with clients telephonically and electronicallyCompliance - 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
A minimum of 3- 5 years proven work experience within an insurance, investment or asset management environment financial advisory company
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