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 filing)

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.

SKILLS & EXPERIENCE REQUIRED

High school senior certificate

A minimum of 2- 3 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

Excellent attention to detail –takes pride in work

Highly organised and efficient

Experience with Spotlight/Elite Wealth

You need to understand each product i.e. risk cover, Retirement Annuities, Investments, reservation

Funds, Pension & Provident Funds, Living Annuities and Medical Aid, Employee Benefits