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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