Financial Advisor Assistant
5 days ago
**JOB DESCRIPTION**-
- Screening of all other requirements relating to the financial transaction.- Screening of confirmations of transactions / activities to ensure accuracy and correct reporting.- Keep Client/Advisor informed of progress of all activities till completion.- Liaise with Advisor and Client to establish what documents/ information is required for the first meeting (get letter of authority/ brokers note signed etc.). Prepare all documentation required and reports for this meeting- CRM review list monthly in advance and discuss same with Financial Advisor (where applicable)- Ensure that the report writer received a copy of the signed LOA (where applicable)- Static detail changes to be updated on Interface at all times to ensure data integrity is maintained. Ensure instruction submitted to relevant services provider.- Assist with identified projects to support business efficiencies.
**JOB REQUIREMENTS**
**Education and Experience**- Matric- Industry related qualification/certifications, i.e. Wealth Management course (advantageous)- Computer literacy (Microsoft office - word, excel, Internet)- Experience in the Financial Services industry (min 3 years)- Investment/Life product knowledge (essential)- Good understanding of the Financial Services industry corporate and individual client- Financial Product knowledge
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