Job Description

Job Summary

JOB OVERVIEW
Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients.

RESPONSIBILITIES AND DUTIES
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 presentation, 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, adhoc top ups, withdrawals, switches, maturities, income change 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.

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.

Tower Group

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