Financial Planning Assistant
2 weeks ago
The Financial Planning Assistant plays a vital role in supporting the Financial Planner in delivering exceptional client services. This position requires a high level of administrative expertise, excellent communication skills, and a customer-centric approach.
Key Responsibilities- Provide administrative support to the Financial Planner, including data capture, document preparation, and client communication.
- Collaborate with the regional team to ensure seamless client service delivery.
- Oversee the implementation of administrative processes and controls, ensuring compliance with regulatory requirements.
- Act as a liaison between the Financial Planner and product providers, facilitating effective communication and issue resolution.
- Manage client relationships, ensuring timely and efficient delivery of client requirements.
- Contribute to the development and maintenance of client relationships, fostering a culture of customer satisfaction.
- Assist with the organization of client events, including venue booking, RSVP management, and event coordination.
- Support the general office management, including reception, facilities, meeting room management, and marketing material.
- Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint
- Xplan
- Good verbal and written communication skills
- High energy individual who is customer-centric and relationship-oriented
- Methodical, accurate, and meticulous attention to detail
- Initiative-taking work ethic
- Organizational skills, ability to prioritize, plan, and manage projects
- Ability to collaborate with others
- Critical thinking: ability to strategize, research, and interpret
- Problem-solving ability to apply creative skills in evaluating problems and identifying best solutions
- Teamwork: be a reliable and productive member of the team
- Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required
- Time management: ability to manage time and tasks to ensure deadlines are met
- Assertiveness, proactive, and resourceful
- Resilient under pressure
- Ability to multi-task
- Maintain absolute confidentiality
- Financial Services Industry
- Understanding of FAIS and FICA legislation
This is an exciting opportunity for a highly motivated and organized individual to join our team as a Financial Planning Assistant. If you are a customer-centric and relationship-oriented professional with excellent administrative skills, we encourage you to apply.
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