Advisory Assistant Sandton
- Employer
- Gallus Recruitment Consultants
- Location
- Sandton Sandton, Gauteng North Johannesburg, South Africa
- Salary
- Competitive
- Closing date
- Feb 7, 2023
View more
- Job Role
- Accounts Assistant
- Sector
- Finance
- Contract Type
- Permanent
- Hours
- Full Time
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My client is urgently looking for an Assistant to one of their top performing Financial Advisors. Candidate must currently report to a Financial Advisor or Planner within the long term investment/asset management industry.
Responsibilities:
COMMUNICATION and CLIENT INTIMACY
ADMINISTRATION
o New business transfer
o adhoc top ups
o withdrawals
o switches
o maturities
o income benefit
o income change
o section 37 and section 14 transfers
CALCULATIONS
PRACTICE MANAGEMENT
GREATER OFFICE CONTRIBUTION
Minimum Requirements:
Responsibilities:
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 in Excel
- Complete all documentation, Mandates, applications forms,
- Submit various instructions
- Track and monitor instructions:
o New business transfer
o adhoc top ups
o withdrawals
o switches
o maturities
o income benefit
o income change
o section 37 and section 14 transfers
- 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
Minimum Requirements:
- Matric with tertiary qualification in Investments
- 3 - 5 years experience working in investment management, financial planning industries
- Must have excellent knowledge of investment products
- Presentable
- Offshore product industry will secure your position but can be trained
- Must be reporting to a Financial Advisor/Planner
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