Assistant Practice Manager (Silver Lakes)

Recruiter:

Set Consulting

Job Ref:

2466164326

Date posted:

Wednesday, March 30, 2022

Location:

Cape Town, South Africa

SUMMARY:
-

JOB DESCRIPTION:

Assistant Practice Manager

R410K

Silver Lakes (Pretoria)

Excellent career opportunity with a leading financial services investment holding company.

The purpose of the role:

Extensive data management / reporting
Preparation of client financial reports (system generated as well as personalised financial reports on Excel)
Thorough understanding of CRM system to generate any data reports needed
Interaction with advisors, practice manager, assistants, and clients to assist with above-mentioned reports and any adhoc requests
Financial calculations and thorough understanding of financial terms to implement it in tools
Training of personnel to ensure everybody is up to speed with the internal systems and procedures

What you will do:

Prepare Personal Financial Reports as well as more complex financial reports.
Set-up and submission of bulk switch instructions (data analysis). Handling of the bulk switch/rebalancing instructions - the preparation and submission of the data as well as the checking after the execution of the instructions.
Set-up and submission of model portfolio instructions.
Set-up of assets under management reports.
Keep abreast of any changes in legislation and regarding compliance to keep the submissions and any other “tools” up to date.
Assist the administrators with complex calculations / Excel tools.
Develop and implement tools and models to enhance our report functionality in the practice.
Assist with enquiries from clients or administrators.
Fee and fund comparisons.

Minimum requirements:

Relevant NQF 5 qualifications (Wealth Management), Degree (preferable)
3 years’ work experience preferably within the financial services industry
Computer literate (MS Office including Advanced MS Excel)

Please apply online.

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