Investment Advisory Assistant

RecruitMyMom; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Durban is looking for a skilled Advisory Assistant to support Advisors with client relationships and key business drivers. The role involves administration and support, with tasks including managing client queries, following up on instructions, and updating CRM systems. The ideal candidate will have strong admin skills, attention to detail, and experience in the financial services industry. This position is permanent and requires in-office work.

Benefits

Group risk benefits

Portion of medical aid

Provident fund

Qualifications

• Strong admin skills and attention to detail.
• Strong communication, both verbal and written.
• Previous experience in the financial services industry.

Responsibilities

• Provide administration and support to Advisors.
• Follow up on instructions with stakeholders.
• Liaise with clients and assist with their queries.

Skills

Strong admin skills

Attention to detail

Strong communication skills

Telephonic skills

Written communication skills

Experience with Office 365

Strong Excel skills

Experience with CRM systems

Tools

MS Teams

SharePoint

Job description

Overview

Upper Highway area, Durban, South Africa | Permanent, in-office role. The position supports Advisors with client relationships and key business drivers: retention and acquisition of clients within a financial services company.

Job Description

A financial services company is seeking a skilled Advisory Assistant. Your key focus area in this role is to provide administration and support to Advisors in relation to client relationships and key businessdrivers: retention and acquisition of clients.

Responsibilities

• Follow up on various instructions with internal and external stakeholders
• Phone clients to request documents and schedule meetings either via email or WhatsApp
• Attend to client queries
• Liaise with the events co-ordinator regarding RSVP on respective clients
• Attend client presentations
• Prospecting events and interact with clients
• Liaise with finance division in respect of commission and fees
• Be friendly and caring to the client in all endeavours
• Assist clients in completing and signing documents
• Attend frequent team catch up meetings
• Prepare documentation for client meetings
• Load and update new business register
• Complete forms and liaise with clients for signing documents
• Request any FICA, KYC information from clients
• Load clients onto the CRM system
• Complete onboarding pack
• Submit various instructions/workflows
• Frequently track and monitor all instructions: new business, ad-hoc top ups, withdrawals, switches, maturities, income changes and section 50 and section 14 transfers updating client information
• Update beneficiary changes
• Manage annual review schedule by keeping it up to date and scheduling appointments and confirming meetings with clients
• Execute and monitor the actions that need to be taken on the conclusion of the meeting
• Adhere to outstanding requests from internal and external stakeholders
• FSP transfers/confirmation of investments to be executed
• Calculations: perform calculations in terms of fund allocation
• Perform CGT calculations for switches / withdrawals
• Perform fee report calculations for clients
• Generate performance analysis of clients
• Practice Management: ensure that Wills are accurately filed in the Wills safe
• Constantly monitor and update FICA and FAIS
• Ensure client has signed correct mandate
• Ensure CRM system is kept up to date
• Ensure CCM management and regular Dox Fox screening
• General office and team: assisting and mentoring other Assistants
• Assisting with reception on a rotational basis
• Behave and communicate in line with the company’s values of Integrity, Respect, Ownership and Excellence
• Learning: develop a moderate level of technical knowledge and ensure it is maintained or expanded
• Participate in training and development as outlined in the individual training plan
• Performance Evaluation: contribute towards setting individual objectives and KPIs in conjunction with management, and based on achieving business objectives
• Provide accurate reports on individual performance and activities as requested
• Contribute towards assessment of individual skills and compilation of training and development plan
• Attend formal performance reviews at least annually
• Comply with all business policies and procedures
• Contribute towards assessment of office morale and culture

Requirements

• Strong admin skills and attention to detail
• Strong communication, telephonic, written and with clients
• Please note for this role: Background checks will be conducted and therefore a clear credit and criminal record are non-negotiable
• Previous experience in the financial services industry
• Outlook and general Office 365 (specifically strong Excel skills, experience with MS Teams and SharePoint)
• CRM

Included in TCTC - group risk, a portion of medical aid, provident fund.