Admin Assistant

4 weeks ago

Cape Town, South Africa Global Talent Solutions Full time

Admin Assistant - Financial Advisory

Our client is 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.

GENERAL

Location: Cape Town CBD

Reporting to: Office Manager

Directors: 3

Financial Advisers: 6 (1 Paraplanner)

Hours of work: 08:00am - 4.30pm or 08.30am - 5pm, Monday to Friday

Nature of contract: Permanent

Benefits: 18 leave days, Group Risk Life cover and Income Protection, Group RA

MAIN DUTIES & RESPONSIBILITIES

Communicating with clients telephonically and electronically

Compliance - 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

EDUCATION/QUALIFICATIONS:
High school senior certificate

Diploma

WORK EXPERIENCE: 3-5 years or more if possible

Previous administrative experience

A minimum of 3- 5 years’ proven work experience within an insurance, investments or Asset Management environment - financial advisory company

COMMUNICATION SKILLS:
Strong verbal and written communication skills

Good telephonic manner

Ability to analyse and understand insurance policies

Knowledge of industry’s professional terminology

ADMINISTRATIVE/ORGANISATIONAL SKILLS:
Systematic, consistent and structured approach to work

Excellent attention to detail -takes pride in work

Highly organised and efficient

Ability to work well under pressure, multitask and prioritise effectively

Strong administrative skills

Proactive and uses initiative to ensure excellent service & performance is of a high standard

KNOWLEDGE/SKILLS

Microsoft Excel & Word

Microsoft Outlook

Experience with Elite Wealth or other CRM system

You need to understand each product i.e., risk cover, Retirement Annuities, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities and Medical Aid, Employee Benefits

OTHER REQUIREMENTS:
Confidential and discreet

Strong customer service skills with ability to deliver results with both internal and external clients/stakeholders

Work well as part of a team

Highly honest & ethical

**Job Types**: Full-time, Permanent

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