Advisor Assistant

SUMMARY:
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POSITION INFO:

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.
• Accurate and timeous capturing of information.

Please send your CV to or submit your CV online on our website