Financial Planning and Operations Coordinator
7 days ago
Curiska is a dynamic organization that prides itself on delivering exceptional services in the financial sector.
Salary and BenefitsThe successful candidate will receive a competitive salary of R15,000 per month.
Job DescriptionWe are seeking an ambitious graduate professional to join our team as a Financial Planner Administrator. As a key member of our operations team, you will be responsible for providing administrative support to our financial advisors.
Your primary duties will include:
- Following up on various instructions with internal and external stakeholders;
- Phone clients to request documents and schedule meetings;
- Attending to client queries;
- Drafting and posting quarterly reports;
You will also be responsible for:
- Preparing documentation for client meetings;
- Completing forms and liaising with clients for signing of documents and requesting any outstanding requirements;
- Compiling investment proposals;
- Completing all documentation, mandates, and applications forms;
- Submitting various instructions;
- Tracking and monitoring instructions: new business, ad hoc top-ups, withdrawals, switches, maturities, income benefits, income changes, and section 37 and section 14 transfers;
- Managing the diary of the financial advisor by scheduling appointments or follow-up meetings with clients.
Additionally, you will be required to:
- Generate and structure agendas for minutes of meetings and execute or monitor the actions that need to be taken on the conclusion of the meeting;
- Ensure that legal and estate planning documents are compliant;
- Constantly update FICA and FAIS records.
In terms of office contribution, you will be expected to:
- Attend annual client presentations and other advice-related events;
- Perform general office management tasks, including reception, facilities, diary management, stationery management, etc.
You will have the opportunity to grow and develop your career within our organization, with possibilities for further study and career advancement.
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