Key performance areas:Documentation Processing- Income reviews i.e.
managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome by due date etc.
- Coordinate and produce annual reviews incl.
reports etc.- Emails, practice management system and follow ups of any instructions incl.
obtaining proof and checking correctness.Personal Effectiveness- Accountable for service delivery and take ownership through own efforts of all aspects of the job.- Individually accountable for managing own time, tasks and output quality (accuracy is of utmost importance).
- Collaborates and networks effectively with others to achieve results.Quality Assurance- Performs quality checks on own work, adheres to service and quality standards & to all compliance requirements.- Passionate and committed to service excellence and embrace a culture of exceptional performance.Relationship Building- Build strong partnerships with staff from various suppliers.- Ensure that all issues are proactively and smoothly resolved, keeping Wealth Manager always informed whilst strictly operating within the non-advice mandate as required by legislation.Knowledge and SkillsIT / Systems:- Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.
).- Elite Wealth practice management system.- Adequate typing speed.Competencies- Detail- and task orientation & Effective multi-tasking.- Proactive problem-solving ability, planning and organizing.- Sound communication skills (written, email and phone).- Building efficient relationships to accomplish objectives of role.- Information Monitoring, Initiating Action &Ownership.Requirements: - Grade 12 or equivalent - Afrikaans client base so high competency level in business Afrikaans.- Previous exposure to dealing with and assisting clients in terms of a financial planning (wealth) book of business.- Own transport and a valid drivers license.- Fully bilingual Afrikaans and English (read, write & speak).