Advisory Assistant

4 months ago


Durban, South Africa Tower Group Full time

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.



  • Durban, South Africa Capital Auto World Full time

    **Personal/Property Assistant** A dynamic **Personal/Property Assistant** is required to provide _**HIGH LEVEL**_of support to the Head of a group of companies.As an integral part of the group of companies, the Personal Assistant will be responsible for identifying and closing strategically valued leasing transactions for private, as well as commercial...

  • HR Generalist

    4 months ago


    Durban, South Africa Indaloyezwe Human Capital Full time

    **JOB PURPOSE** The main purpose is to assist the organisation with providing a full spectrum of Human Resource services, support, and solutions at an operational level. The successful incumbent will be responsible for ensuring compliance with the organization's policies, procedures and best practices. **QUALIFICATIONS AND EXPERIENCE** - Bcom or Btech...

  • Wealth Manager

    3 months ago


    Durban, South Africa Lexdan Select Full time

    Lexdan Select is assisting a Financial Advisory company with their search for a Wealth Manager, based in Durban, Kwa-Zulu Natal. Functions: - Responsibilities include financial planning, investment management, providing finance advice and offering insurance solutions - Leads will be provided to the Wealth Manager **Requirements**: - Bachelors degree in...

  • Technical Assistance

    4 months ago


    Durban South, South Africa Tulane International Full time

    Tulane International seeks a Technical Assistance & Data Management Director The Technical Assistance and Data Management Director will contribute to Tulane International’s successful execution of the “ Protecting Highly Vulnerable Children – Research, Monitoring and Quality Improvement Activity ”. Work will encompass providing technical...


  • Durban, South Africa Affirmative Portfolios Full time

    **Finance/Accounting** **Umhlanga, Durban - KwaZulu Natal** ***: **SENIOR INTERNAL AUDITOR** Our client has an exciting opportunity for a Senior Internal Auditor to join their dynamic team **Job Purpose**: To evaluate the system of internal controls, and assess the effectiveness of risk management, and provide management with reasonable assurance thereof;...

  • IT Audit Supervisor

    6 months ago


    Durban, South Africa KPMG-SouthAfrica Full time

    Job title/position: Supervisor Function and Business Unit: Advisory - Risk Consulting: Technology Assurance (Durban) Description of the role and purpose of the job: Supervisor assisting Managers to scope, plan and manage a team to execute the engagements to assist clients in relation to IT Audits, IT Governance & Strategy, Project Assurance, Business...

  • Shariah Advisor

    3 months ago


    Durban, South Africa Precision Placements Full time

    **CORE PURPOSE OF THE JOB** To provide Shariah advisory, assurance and oversight in terms of AAOIFI Shariah Standards as interpreted by the Shariah Supervisory Board. **MAIN FUNCTIONS OF THE JOB** **SHARIAH MEETINGS** - Prepares primary reports and submissions to the Shariah Board. - Prepares draft agendas and minutes of Shariah meetings. - Attends and...

  • Audit Supervisor

    4 months ago


    Durban, South Africa Moore Recruitment Full time

    **Job Advert Summary**: Moore Durban is a successful professional services firm, specializing in Advisory, Audit & Assurance and Taxation, within the Moore Global Network. We provide world-class services to our global client base. Our firm is located in Durban, and we take pride in supporting our clients in many different industries and sectors. Our focus is...

  • Shariah Advisor

    3 months ago


    Durban, South Africa Armstrong Appointments Full time

    Durban - Posted 12 hours ago **Main job function** **CORE PURPOSE OF THE JOB** - To provide Shariah advisory, assurance, and oversight in terms of AAOIFI Shariah Standards as interpreted by the Shariah Supervisory Board. - Prepares primary reports and submissions to the Shariah Board. - Prepares draft agendas and minutes of Shariah meetings. - Attends and...


  • Durban, South Africa Transnet Full time

    **_ Equity Statement :Preference will be given to suitably qualified Applicants who are members of the_** **_designated groups in line with the Employment Equity Plan and Targets of the Organisation/Operating_** **_Division._** **_NB:_** **_Those who applied previously do not need to apply._** **_ Alternative Application Methods: (Completed Curriculum Vitae...

  • Audit Senior

    4 months ago


    Durban, South Africa Moore Recruitment Full time

    **Job Advert Summary**: Moore Durban is a successful professional services firm, specializing in Advisory, Audit & Assurance and Taxation, within the Moore Global Network. We provide world-class services to our global client base. Our firm is located in Durban, and we take pride in supporting our clients in many different industries and sectors. Our focus is...

  • IT Audit Team Lead

    7 days ago


    Durban, KwaZulu-Natal, South Africa KPMG-SouthAfrica Full time

    Job Title/Position:SupervisorFunction and Business Unit:Advisory - Risk Consulting: Technology Assurance (Durban)Description of the Role and Purpose:As a Supervisor, you will assist Managers in scoping, planning, and managing teams to execute IT audits, IT governance, and strategy projects. Your primary goal is to enable clients to achieve efficiency, risk...

  • Aa Compliance Officer

    4 months ago


    Durban, South Africa SHARON NUROCK RECRUITMENT CC Full time

    **The Person**: - LLB / B.Com qualification. - Compliance Practitioner designation. - FAIS approval for Category I. (Category 2 an advantage). - Compliance and Risk Management qualification an advantage. - Min 3 to 5 years related experience. - Experience in financial services an advantage. - Compliance experience in transactional banking/retail banking...


  • Durban, South Africa Zanati Search Group Full time

    **PURPOSE** The Client wishes to appoint an Employee Relations Specialist to provide sound, effective service, advise and support on employee relations matters to line managers and the broader HR team. The ER Specialist will ensure that company policies and procedures are maintained at a high level to enable efficient and compliant implementantion. These...


  • Durban, South Africa Affirmative Portfolios Full time

    **Human Resources** **Durban** ***: **Employee Relations Specialist** **Durban** **12 Month Contract** **Purpose of the role**: To provide sound, effective service, advise and support on employee relations matters to line managers and the broader HR team. The ER Specialist will ensure that the company’s policies and procedures are maintained at a high...

  • Sector Expert

    1 week ago


    Durban, KwaZulu-Natal, South Africa TalentCru Full time

    About the RoleTalentCru is seeking a highly skilled Sector Specialist to join our team in the uThukela Special Economic Zone (SEZ) in KwaZulu-Natal, South Africa. As a key member of our professional team, you will provide specialized expertise and strategic guidance in the clothing and textiles sector to drive investment, growth, and job creation within the...


  • Durban, South Africa Unique Personnel Full time

    **Job Number** - 72985 **Job Type** - Permanent **Job Title** - Financial Administrator **Computer Skills** - Ms Office **Industry** - Financial Services **City** - eThekwini (Durban) **Province** - Kwazulu Natal - We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change. - We will...

  • Financial Advisor

    4 months ago


    Durban, South Africa Unique Personnel Full time

    Job Title - Financial Advisor - Job Number - 72797 - Skills - Ms Office - Industry - Financial Services - City - eThekwini (Durban) - Job Description We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change. We will train and mentor you in wealth management and creation, to be a Financial...


  • Durban, South Africa Unique Personnel Full time

    Job Title - Financial Administrator - Job Number - 72798 - Skills - Ms Office - Industry - Financial Services - City - eThekwini (Durban) - Job Description We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change. We will train and mentor you in wealth management and creation, to be a...

  • Financial Advisor

    4 months ago


    Durban, South Africa Unique Personnel Full time

    **Job Number** - 72903 **Job Type** - Permanent **Job Title** - Financial Advisor **Computer Skills** - Ms Office **Industry** - Financial Services **City** - eThekwini (Durban) **Province** - Kwazulu Natal - We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change. - We will train...