Admin Assistant - Financial Services

Job Description

A financial services company is seeking an Advisory Assistant to provide administration and support to Financial Advisors, in relation to client relationships and key business drivers: retention and acquisition of clients. This is a full-time, in-office role. Previous experience in the financial services industry in an admin support role is essential. 

Responsibilities:

Communication and Client Intimacy:

Follow up on various instructions with internal and external stakeholders

Phone client 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

Friendly and caring to the client in all endeavours

Assist client in completing and signing documents

Attend frequent team catch up meetings

Administration:

Prepare documentation for client meetings

Load and update new business register

Complete forms and liaise with clients for signing docs

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 change and section 50 and section 14 transfers updating client information

Update beneficiary changes

Manage the 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

Adhering to any 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 filled in the Wills safe

Constantly monitor and update FICA and FAIS

Manage depleted holdings

Ensure client has signed correct mandate

Ensure CRM system is kept up to date

Ensure CCM management and regular Dox Fox screening

Greater Office Contribution:

Assisting and mentoring of 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

Education:

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 Assessment:

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

Requirements

Strong admin skills 

Attention to detail

Accuracy

Strong communication, telephonic, written and with clients 

Clear credit and criminal record

Previous experience in the financial services industry is a huge advantage 

Benefits

Included in TCTC - group risk, a portion of medical aid, provident fund, gap cover and additional leave days