My client is looking for an Advisory/Broker Assistant between 3-5 years investment and planning experience
Provide administration and support to Managers and Planners for the maintenance of client relationships
Solid investment decisions and returns
All clients, possible leads, internal clients, Finance department Operations and Help Desk,
External service providers, Pension fund Administrators and SARS
Follow up on various instructions with internal and external stakeholders
Phone client to request documents and schedule meetings
Attend to client queries
Liaise with marketing regarding RSVP on respective clients
Attend client presentation, prospecting events and interact with clients
Post quarterly report to client
Liaise with finance division in respect of recoupments and debtors schedules
Send gifts or cards on occasions
Assist client in signing documents in the fiduciary process
Assist in client events
Preparing of documentation for client meetings
Compile investment proposals
Track and monitor instructions
Managing diary of Wealth Manager and follow up meetings
Compiling agendas and minutes of meetings
Compiling of quarterly reports of clients
Perform calculations in terms of the fund
Balancing of portfolios
Basic tax calculations and tax directives
Updating FICA & FAIS documents
Ensuring client has correct mandates and closing letter