Financial Advisor Assistant, Irene, Centurion

SUMMARY:
Our client in the financial industry, based in the Centurion, Irene, is looking for a Financial Advisor Assistant. The Assistant is an extremely important resource in end-to-end support of the Advisors and a good knowledge of financial planning administration (linked investments etc.) is critical to the role.

You will be required to service and maintain existing client portfolio's as well as all administrative support for related matters (financial, insurance and investment business).

POSITION INFO:
Key performance areas:

Documentation Processing
- Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc.
- Coordinate and produce annual reviews incl. reports etc.
- Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness.
Personal Effectiveness
- Accountable 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 Assurance
- Performs 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 Building
- Build strong partnerships with staff from various suppliers.
- Ensure that all issues are proactively and smoothly resolved, keeping Advisors informed.
Knowledge and Skills
IT / Systems:
- Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.).
- Knowledge on different programs for example Momentum, Sanlam, Glacier by Sanlam etc.
- Adequate typing speed.
Competencies
- Detail- 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, other diploma or degree will be advantages.
- Afrikaans and English very important, a lot of clients are Afrikaans clients as well.
- Previous exposure to dealing with and assisting clients in terms of a financial planning is important.
- Own transport and a valid driver’s license.
- Fully bilingual Afrikaans and English (read, write & speak).