Hiring Advisory Support for our Client (Oasis Grou

The core function of the successful candidate is to provide various administrative supports to the financial advisors in order to build and maintain relationships with clients. *Advisory support* ? Ensure that the following are done on a daily basis:- o Monitor Mailboxes and Right fax(Personal, Consultants when on the Road, Web server and Support Staff when on Leave) – ensure that all queries are resolved timeously. o Managing Financial advisors incoming calls when out of office. o Diary Management for Financial Advisor & Wealth Manager. o Road trip planning for Financial Advisor & Wealth Manager. o Birthday Cards. o Marketing Material stock Control o Control and Monitor 3G Cards, Printer, scanner and Pool cars o Communication within and across all departments ? Read & understand Financial Advisory Procedure Manual – Financial Advisory Complaints Register o Client Services Banking ? To make contact with +-60 clients a week *Section 14 transfers* ? Prepare Client files for section 14 transfers – ensure that calculations are correct and that correct information is obtained:- o Obtain information via ASTUTE o Do client Analysis o Prepare client packs for presentation o Draft S14 documents o Send off documents to respective companies o Follow up on S14 Process or disinvestments on Endowments etc. o Send off Form H docs to EXECS for signature o Request for Form J documents for OCRS Department o Complete ROT transfers o Weekly Reporting on ORS Pipeline *Reporting* ? Prepare and submit the following reports timeously: o ORM Stats o Month end Sales Stats o Sales Daily Report o Weekly Sales Reports o Rugby and cricket lists – ensure that rugby and cricket lists are sent to directors and Approved before invitations are sent out or clients are called. o Coordination of various lead generation events o Adherence to cut off time o Assist TA Department in FICA Documents. o Assist new hires as per the training plan. o Always explore referrals for expansion of business. o Provider Update o Management update to HOD o Maintaining the Track record of Financial Advisor. *Client Servicing* ? Ensures to the following on a daily basis / as and when queries arise from clients:- ? See to walk in clients for additional, redemptions, account statement / queries and new accounts. Completed via Business Objects ? Follow up – this could be on FICA requirements for application brought in, or for queries from walk in clients. It also consists of queries to deal with via email. ? Client Servicing calls o balances o general queries o statements o request for Marketing material o account queries o broker queries o Performance Clarification o Unit Issuance o Redemption o Fee queries o ? Follow up clients for sessions, confirmation of investment letters ? Send statements confirming account details the day after new accounts are processed. ? Bachelor Degree ( BCom/Bsc graduates) ? FAIS Compliant (NQF lev