Monthly Basic Salary (Market related, Negotiable)
Brief: Our client based within the Financial Services Sector, within Cape Town is seeking an Administrative Assistant to join their team. This role entails assisting the Financial Advisor with the processing of all financial administration for new and existing clients, record keeping and data-capturing.
MAIN DUTIES & RESPONSIBILITIES: Communicating with clients telephonically and electronicallyCompliance - FICA, FAIS & Due Diligence (data gathering and Beeswax)Data Capture –on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows/tasks)Forms administration (Prepopulating apps, sending to clients, managing the return and capturing of the forms/submitting to the Financial Institute) - for investments, risk, medical aid and Employee BenefitsProcessing instructions - redemptions, Section 14, 37 & 42 Transfers, Adhoc's and switches for local and offshore investments for clients.Preparing client quotes and comparisons with the various Financial Service ProvidersWorking with the paraplanner to prepare client proposalsPreparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clientsGeneral admin supportSKILLS AND EXPERIENCE REQUIRED: High School Senior CertificateDiploma – DesirablePrevious administrative experienceA minimum of 3-5 years' proven work experience within an insurance, investment or Asset Management environment – financial advisory companyStrong verbal and written communication skillsGood telephonic mannerAbility to analyse and understand insurance policiesKnowledge of industry's professional terminologySystematic, consistent and structured approach to workExcellent attention to detail – takes pride in workHighly organised and efficientAbility to work well under pressure, multitask and prioritise effectivelyStrong administrative skillsProactive and uses initiative to ensure excellent service & performance is of a high standardMicrosoft Excel & WordMicrosoft OutlookExperience with Elite Wealth or other CRM systemYou need to understand each product i.e. risk cover, Retirement Annuities, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities and Medical Aid, Employee BenefitsPLEASE NOTE THAT ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED.
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