Reference: 5387 NB

Job Description:

Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients.
Communication and Client Intimacy
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
Send quarterly report to client
Liaise with finance division in respect of recoupments and debtors schedules
Friendly and caring to the client in all endeavours
Send gifts or cards on occasions
Assist client in signing documents in the on-boarding as well as fiduciary process
Administration
Prepare documentation for client & on-boarding meetings
Load and update AUM onto System
Build bespoke Financial Analysis for prospects and clients
Complete forms and liaise with clients for signing docs and request any outstanding requirements
Load clients onto the system – Gather client information and load on Tyrus
Compile Investment proposals/recommendations
Draft Asset Allocation Analysis
Complete all documentation, Mandates, applications forms,
Submit various instructions
Confirm beneficiary status of AUM
Manage the diary of the wealth manager by scheduling appointments or follow up meetings with clients.
Generate and structure agenda for minutes of meeting and execute or monitor the actions that need to be taken on the conclusion of the meeting.
Generate quarterly reports on every client
Adhering to any outstanding requests from internal and external clients
Calculations
Accurate loading of values to generate cash flow
Perform calculations in terms of fund allocation
Balance portfolios
Basic tax calculations and seek tax directive
Loading and calculating of recoupment options
Practice Management
Cashflow drafting and generation,
Ensure that Fiduciary, Wills and estate planning documents are compliant
Constantly update FICA and FAIS
Manage depleted holdings
Ensure client has correct mandate and closing letter
Apply for tax clearance and related matters
Greater Office Contribution
Assisting and mentoring of other Assistants
Attending Annual Client Presentations and other Advice Related events.
Assist in client events

Qualifications:

Matric with relevant tertiary qualification preferably post graduate or honours.
Preference to Investment Management, Accounting, Tax or CFP.
Ideally 3-5 years’ experience
Tyrus – In-house system
Microsoft packages