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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
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
  • 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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