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2nd Assistant to Wealth Manager / Financial PlannerSalary: R12000 p/m
Location: Centurion
Description:Key performance areas: Documentation ProcessingIncome reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes in income 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 EffectivenessAccountable 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 AssurancePerforms 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 BuildingBuild 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).Elite Wealth practice management system.Adequate typing speed.CompetenciesDetail- 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 equivalentAfrikaans 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).
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