Company in Johannesburg is looking for an Advisor Assistant to join their team.
Responsibilities:
Setting up appointments; Client Liaison
Communicating with Product Providers
Processing of New Business (Loading onto Elite Wealth & follow-up of New Business)
Maintaining relevant client database (currently on Elite Wealth) and integrity of client and investment information
Loading investments into Elite Wealth system and either storing in safe or sending to client
Assisting with client servicing requirements
Scanning / Filing; Mail
General Correspondence and administrative duties required by Financial Advisor and other senior staff as required from time to time
Performing administrative duties that would reasonably be required
Attending general meetings as required
Helping create and maintain a positive working environment at all times.
Portfolio Reviews:
Preparation of Client Portfolio Reviews on Elite Wealth system or any other system that may be utilized by the Company.
Adhering to Portfolio Update Schedules.
Completing Portfolio Updates on an ad hoc basis as and when required.
Adding of Clients and Investments onto the Elite Wealth system or any other system that may be utilized by the Company.
Adding of Institutions, Funds and Investment Products onto the Elite Wealth system or any other system that may be utilized by the Company.
General administration duties as instructed and required from time to time, including, but not limited to, assisting other Assistants of Financial Advisors with administrative work when they are on leave.
