Broker Assistant

2 weeks ago

Pretoria, South Africa Ultra Personnel Full time

Matric is essential
Must be fluent in English and Afrikaans - read, write and speak
Qualification / Certificate in investments / financial planning / business management would be an advantage
2-3 years experience in a client services environment
3 years experience in the financial services industry preferred

**Computer literacy**: Microsoft Office, Spotlight would be an advantage
Excellent verbal and written communications skills
Customer centricity passionate about client service
Excellent organising and planning ability
Knowledge of the Financial Services Industry
FAIS and FICA knowledge
Problem solving skills, deadline driven, relationship management skills, assertiveness, proactive & resourceful, resilient under pressure, ability to multi-task, methodical, accurate and detail conscious, maintains confidentiality

Operational Support
Administration relating to client transfer and new business transactions
Collation of all client related information and preparation of documentation for engagement between Financial Planning Partner and client
Preparation of client portfolios using Astute and / or product provider information
Capturing of client demographic data o Knowledge of the Financial Services Industry
n relevant client management tool i.e. spotlight to create client records
Checking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklist
Checking of new business documentation to ensure completeness and accuracy in alignment to the client file checklist
Submission of intermediary appointment notes to relevant product providers
Monitoring the submission of intermediary appointment notes to ensure amendments are made, clients are moved to the licence group and that ongoing fees are received
Monitoring the underwriting and acceptance of new business transactions
Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are accepted speedily
Upload scanned copies of all documentation into sharepoint (including relevant client file checklist(s))
Liaise with product providers regarding commissions / fees to be paid to the Financial Planning Partner
Distribute communication(s) to clients as stipulated in the client management plan
Distribute communication(s) to clients as requested by the Financial Planning Partner
Providing an ongoing service and maintenance support function to the Financial Planning Partner and his / her clients
Attend to all technology issues experienced by the Financial Planning Partner and facilitate the solution -liaison with acsis support desk etc.
Submit orders for stationery, business cards, marketing brochures, client folders etc. to the Operations Support Manager timeously to avoid running out of stock
Maintain an accurate diary system
Ensure proper record keeping in line with business rules and where relevant, legislation

Marketing Support
Regional event assistance and organisation of smaller client events -booking venues, RSVP management, event management etc
Representing the Financial Planning Partner at client events
Representing the business at client events where required

Office Management
Support the Partnership Director with general office management tasks including reception, facilities, diary management, stationery management etc.

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