Job Description

Our client based in Cape Town, CBD is seeking an Administrative Assistant to join their team. This role entails assisting the Financial Advisor with the processing of all financial administration for new and existing clients, record keeping and data-capturing.
MAIN DUTIES & RESPONSIBILITIES:

• Communicating with clients telephonically and electronically
• Compliance - FICA, FAIS & Due Diligence (data gathering and Beeswax)
• Data Capture on CRM system (Elite Wealth) - updating existing and new client info & record keeping (workflows/tasks)
• Forms administration (Prepopulating apps, sending to clients, managing the return and capturing of the forms/submitting to the Financial Institute) - for investments, risk, medical aid and Employee Benefits
• Processing instructions - redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients.
• Preparing client quotes and comparisons with the various Financial Service Providers
• Working with the paraplanner to prepare client proposals
• Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients
• General admin support

SKILLS & EXPERIENCE REQUIRED:

• High school senior certificate
• Diploma
• Undergrad degree (Desirable

WORK EXPERIENCE:

• Previous administrative experience
• A minimum of 3- 5 years' proven work experience within an insurance, investment or Asset Management environment - financial advisory company
• Strong verbal and written communication skills
• Good telephonic manner
• Ability to analyse and understand insurance policies
• Knowledge of industry's professional terminology
• Systematic, consistent and structured approach to work
• Excellent attention to detail -takes pride in work
• Highly organised and efficient
• Ability to work well under pressure, multitask and prioritise effectively
• Strong administrative skills
• Proactive and uses initiative to ensure excellent service & performance is of a high standard
• Microsoft Excel & Word
• Microsoft Outlook
• Experience with Elite Wealth or other CRM system
• You need to understand each product i.e. risk cover, Retirement Annuities, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities and Medical Aid, Employee Benefits
• Confidential and discreet
• Comfortable with a corporate culture and able to conduct herself professionally within financial and legal environments
• Strong customer service skills with ability to deliver results with both internal and external clients/stakeholders
• Work well as part of a team
• Highly honest & ethical

Please note that only shortlisted candidates will be contacted.

Skills Required