Job Title CIS Marketing Support Specialist

Location Bellville
Employment Permanent

Purpose statement Marketing support services
Position in the organisation Reports to:
1st Level : Marketing support manager
2nd Level : MD

Job objective Primary objective:
Marketing support – compiling MDDs/fact sheets
Secondary objective:
CIS admin support

Duties
People
- Ability to communicate with a variety of individuals on all levels to obtain and confirm information
- Liaise with sales, admin and finance teams
- Work effectively in a team

Processes
- Compiling, designing & updating monthly fund fact sheets within specific time parameters
- Compiling, designing & updating fund application & other forms
- Manage and update all other CIS forms
- Liaise with all portfolio managers
- Follow up on info to be provided by portfolio managers
- Manage and update website with monthly fund fact sheets
- Liaising with the IT team and HQ re website related problems
- Handling and sorting client queries effectively
- Manage electronic documents management system for effective paper trail
- Liaison with FFS supplier
- Liaise with data providers and ensure that funds data is correct and added for new funds on Morningstar/Profile/Moneymate
- Design and update CIS brochures or in conjunction with HQ and service providers
- Provide monthly fund performance reports
- Sales support
- find creative and effective ways of positioning the positive attributes of the business to the target market with the objective of increasing sales and providing measurable results.
- deliver marketing literature to the sales team to enable effective communication of product attributes.
- assist with CIS promotional & corporate client signature events to support the businesses’ sales efforts
- Support EFG HQ with marketing support requirements
- Keep abreast of changes in CIS legislation and how it affect the business and proactively adapt behavior while keeping the business ahead of competitors.
- Ensure that all necessary information to promote the company is maintained and updated in a marketing database for easy access
- Liaise with BCI partners re the preparation, review and sign off of MDD’s and CIS investor forms
- Draft and review MDD’s and CIS investor forms
- Ad-hoc admin tasks
- Technology Moneymate, Morningstar, MS Office, Excel, Adobe, Publisher, Outlook, basic knowledge of InDesign and Photoshop would be an advantage
Job Evaluation
Criteria
Relevant Post Matric qualification;
2 years relevant experience ;

Attentive to detail
Strong mathematical skills
Computer literate

Critical Competencie
Knowledge
- MS Office, Adobe, Publisher, Outlook
- Computer Literacy
- Advanced Excel skills is essential;
- Understanding of unit trusts and investments
- Accuracy and attention to detail is critical
Skills
- An ability to work accurately under pressure to meet deadlines;
- An ability to take initiative and work independently.
- Attention to detail
- Ability to communicate effectively at various levels;
- An ability to think analytically and identify and solve problems effectively

Only shortlisted candidates will be contacted