Position (Job title):
Administration Assistant Department:
Efficient Wealth (Pty) Ltd (Somerset West)
Branch/Division/Location:
Cape Town – Somerset West Manager :
Financial Planner
Job summary:
To assist the Wealth Planners / Financial Advisors / Wealth Managers in the implementation of clients’ financial planning and investment instructions.

Key areas of responsibility:
• Consolidate and summarise all policies & investments
• Prepare the necessary cash flows to ensure sustainability of income
• Identify the appropriate investment vehicle and structure
• Identify the client’s capital & income needs in the event of death/disability/severe illness/retirement
People:
• Liaise closely with Financial Planners
Administration:
• Drafting of reports including cash flow, asset allocations and adding annexures as per instructions from the Wealth Planner
• Provide additional assistance to the Wealth Planners after presentation of the report, when necessary
• Adhoc risk cover reporting (when required by Wealth Planner)
• Client feedback
• Investment administration (New Business, withdrawals, etc.)
• Analysis on investment (i.e., unit trusts, shares etc.)
Process:
• Admin
Education:
• Matric
• Certificate in Financial planning, diploma or degree (e.g., B Com)
Experience Required:
• 3 years’ experience in a financial services or investment related administrative environment .
Relevant personal attributes:
Knowledge
- Proficient on Microsoft Windows (intermediate level in Excel)
- Building financial models in Excel
- Portfolio tools provided by Asset Management Companies (Financial tools)

Skills
- Excellent report writing skills (written communication skills)
- Attention to detail / accuracy
- Analytical / technical
- Computer Literate (Excellent Excel and Word skills)
- Self-driven and innovative
- Initiative and proactive
- Time Management
- Enthusiasm and drive
- Result driven
- Service delivery
- Team player
- Attention to detail
- Accuracy