To deliver exceptional administration support to Financial Advisers, in their goal to secure new clients and service an existing client base.
To cultivate great client relationships and deliver great client service.
Treating Customers Fairly - One of the six results or consequences that customers should experience when fair business practice is consistently in place according to the TCF framework mandated by the FSB.
Protection of Personal Information - Ensure that all you conduct yourself in a responsible manner when collecting, processing, storing and sharing another entity's personal information.
Governance, risk & Compliance Ensure that company policy is adhered to at all time.
Systems knowledge Effective usage and application of computer applications (MS Office / Word, Excel, CRM / Interface.
Product Knowledge - Industry knowledge.
Co-operation & team work co-operate and collaborate with internal / external stake-holders to support Business goals and objectives.
Industry related qualification / certifications, i.e. COP, AUT, Wealth Management course (advantageous)
Computer literacy (Microsoft office - outlook, 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