Assistant Practice Manager (Silver Lakes)

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.