Advisory Assistant
4 months ago
JOB OVERVIEW
Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients.
RESPONSIBILITIES AND DUTIES
COMMUNICATION and CLIENT INTIMACY
Follow up on various instructions with internal and external stakeholders
Attend to client queries
Liaise with the events co-ordinator regarding RSVP on respective clients
Attend client presentation, Prospecting events and interact with clients
Liaise with finance division in respect of commission and fees
Friendly and caring to the client in all endeavours
Assist client in completing and signing documents
Attend frequent team catch up meetings
ADMINISTRATION
Prepare documentation for client meetings
Load and update new business register
Complete forms and liaise with clients for signing docs.
Request any FICA, KYC information from clients
Load clients onto the CRM system
Complete onboarding pack
Submit various instructions/workflows
**Frequently track and monitor all instructions**:
- New business, adhoc top ups, withdrawals, switches, maturities, income change and section 50 and section 14 transfers updating client information
Update beneficiary changes
Manage annual review schedule by keeping it up to date and scheduling appointments and confirming meetings with clients.
Execute and monitor the actions that need to be taken on the conclusion of the meeting.
Adhering to any outstanding requests from internal and external stakeholders
FSP transfers/confirmation of investments to be executed
CALCULATIONS
Perform calculations in terms of fund allocation
Perform CGT calculations for switches /withdrawals
Perform fee report calculations for clients
Generate performance analysis of clients
PRACTICE MANAGEMENT
Ensure that Wills are accurately filled in the Wills safe
Constantly monitor and update FICA and FAIS
Manage depleted holdings
Ensure client has signed correct mandate
Ensure CRM system is kept up to date
Ensure CCM management and regular Dox Fox screening
GREATER OFFICE CONTRIBUTION
Assisting and mentoring of other Assistants
Assisting with reception on a rotational basis
Behave and communicate in line with the company’s values of Integrity, Respect, Ownership and Excellence.
EDUCATION
Develop a moderate level of technical knowledge and ensure it is maintained or expanded.
Participate in training and development as outlined in the individual training plan.
PERFORMANCE ASSESSMENT
Contribute towards setting individual objectives and KPIs in conjunction with management, and based on achieving business objectives
Provide accurate reports on individual performance and activities as requested.
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