Advice AssistantMarket related package on offer depending on experience, qualificaitons etcREPORTING RELATIONAdvice PartnerPURPOSE OF JOBProvide administration and support to Advisors in relation to client relationships and key business drivers : retention and acquisition of clients.
KEY RELATIONSAll clients, possible leads,Internal clients, Finance department Operations, Help deskExternal service providers.
Pension fund Administrators, SARS,QUALIFICATIONMatric with relevant tertiary qualificationEXPERIENCEMin 3-5 years' experience in investment and planning environmentLANGUAGE REQUIREMENTSFluent in Afrikaans and EnglishCOMPUTER COMPETENCY REQUIREMENTSTyrus -
In-house systemMicrosoft packagesCOMPETENCIESAptitude for figuresWriting skillsInfluencing skillsConceptual thinking skillsInterpersonal understandingBilingualCommunication skillsDetail orientatedHigh levels of accountability and trustSense of urgencyKNOWLEDGEGeneral knowledge of financial marketsKnowledge of insurance and investment productsFee account and performance feesMandatesAsset classes, hedge funds and equitiesLump sum investing / Withdrawals Rate of return and income tax (CGT)PERSONAL CHARACTERISTICSClient and service orientedAffable characterIntegrityAdaptable and flexible to changeMulti-
taskingGood people skillsSound ethicsSense of responsibility and ownershipKPA / STRATEGIC BUSINESS DELIVERABLESCOMMUNICATION and CLIENT INTIMACYFollow up on various instructions with internal and external stakeholdersPhone client to request documents and schedule meetingsAttend to client queriesLiaise with marketing regarding RSVP on respective clientsAttend client presentation, Prospecting events and interact with clientsPost quarterly report to clientLiaise with finance division in respect of recoupments and debtors schedulesFriendly and caring to the client in all endeavoursSend gifts or cards on occasionsAssist client in signing documents in the fiduciary processADMINISTRATIONPrepare documentation for client meetingsLoad and update AUM onto SystemComplete forms and liaise with clients for signing docs and request any outstanding requirementsLoad clients onto the system -
Gather client information and load on TyrusCompile Investment proposalsComplete all documentation, Mandates, applications forms,Submit various instructionsTrack and monitor instructions : New business, adhoc top ups, withdrawals, switches, maturities, income benefit , income change and section 37 and section 14 transfersConfirm beneficiary status of AUMManage 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 clientAdhering to any outstanding requests from internal and external clientsCALCULATIONSAccurate loading of values to generate cash flowPerform calculations in terms of fund allocationBalance portfoliosBasic tax calculations and seek tax directiveLoading and calculating of recoupment optionsPRACTICE MANAGEMENTCashflow drafting and generation,Ensure that Fiduciary, Wills and estate planning documents are compliantConstantly update FICA and FAISManage depleted holdingsEnsure client has correct mandate and closing letterApply for tax clearance and related mattersGREATER OFFICE CONTRIBUTIONAssisting and mentoring of other AssistantsAttending Annual Client Presentations and other Advice Related events.
Assist in client eventsPlease note : Only candidates being considered will be contacted