Job Title: Fund Fact Sheets / 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 compliance, 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
- Handling and sorting client queries effectively
- Manage electronic documents management system for effective paper trail
- Liaison with Minimum Disclosure Document (“MDD”) 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
- Keep abreast of changes in CIS legislation and how it affects the business and proactively adapt behaviour 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
- 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.
Relevant experience will be advantageous;
Attentive to detail
Strong mathematical skills
Computer literate
Critical Competencies
Knowledge
- MS Office, Adobe,, 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 candidate will be contacted