PURPOSE:

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