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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
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzM4MzExX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1231642&xid=1555_38311
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