Advisory Assistant, Claremont

2 weeks ago

Claremont, South Africa Career Circuit Full time

**PURPOSE OF JOB**:
Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients.

**KEY RELATIONS**:
All clients, possible leads, internal clients, Finance department Operations, Help desk, Administration (both Local and Abroad).

External service providers.

Pension fund Administrators, IFAs, Financial Service Providers, SARS, SARB.

**QUALIFICATION**:
Matric with a tertiary qualification.

Preference to Investment Management, Financial planning, Accounting, Tax or CFP.

**EXPERIENCE**:
Ideally 3-5 years experience.

**COMPUTER COMPETENCY REQUIREMENTS**:
Tyrus In-house system.

Microsoft packages.

**KPA/ STRATEGIC BUSINESS DELIVERABLES**:
**COMMUNICATION and CLIENT INTIMACY**:
Follow up on various instructions with internal and external stakeholders.

Phone client to request documents and schedule meetings.

Attend to client queries.

Liaise with marketing regarding RSVP on respective clients.

Attend client presentation, prospecting events and interact with clients.

Send quarterly report to client.

Liaise with finance division in respect of recoupments and debtors schedules.

Friendly and caring to the client in all endeavours.

Send gifts or cards on occasions.

Assist client in signing documents in the on-boarding as well as fiduciary process.

**ADMINISTRATION**:
Prepare documentation for client & on-boarding meetings.

Load and update AUM onto System.

Build bespoke Financial Analysis for prospects and clients.

Complete forms and liaise with clients for signing docs and request any outstanding requirements.

Load clients onto the system - Gather client information and load on Tyrus.

Compile Investment proposals/recommendations.

Draft Asset Allocation Analysis in Excel.

Submit various instructions.

**Track and monitor instructions**:
New business transfer.

Adhoc top ups withdrawals, switches, maturities, income benefit, income change.

Section 37 and section 14 transfers.

Confirm beneficiary status of AUM.

Manage the diary of the wealth manager by scheduling appointments or follow up meetings with clients.

Generate and structure agenda for minutes of meeting and execute or monitor the actions that need to be taken on the conclusion of the meeting.

Generate quarterly reports on every client.

Adhering to any outstanding requests from internal and external clients.

**CALCULATIONS**:
Accurate loading of values to generate cash flow.

Perform calculations in terms of fund allocation.

Balance portfolios.

Basic tax calculations and seek tax directive.

Loading and calculating of recoupment options

**PRACTICE MANAGEMENT**:
Cashflow drafting and generation.

Ensure that Fiduciary, Wills and estate planning documents are compliant.

Constantly update FICA and FAIS.

Manage depleted holdings.

Ensure client has correct mandate and closing letter.

**GREATER OFFICE CONTRIBUTION**:
Assisting and mentoring of other Assistants.

Attending Annual Client Presentations and other Advice Related events.

Assist in client events.

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