Description:
Responsibilities:Administrative & Executive Support:
Manage the financial planners schedule, meetings, and appointments. Screen and handle emails, calls, and correspondence professionally. Prepare and maintain client records, reports, and financial documentation. Assist in drafting and proofing client communication, presentations, and reports. Liaise with clients, product providers, and service providers. Client Service & Relationship Management:
Act as the first point of contact for clients, providing exceptional service. Handle client queries, follow-ups, and ensure timely responses. Assist in onboarding new clients, including completing compliance and FICA documentation. Maintain an organised CRM system to track client interactions. Financial & Compliance Support:
Assist with investment applications, policy updates, withdrawals, and transfers. Prepare financial planning documents, investment proposals, and risk analysis reports. Ensure compliance with FSCA regulations and industry requirements. Track deadlines for compliance renewals, regulatory submissions, and documentation updates. Operational & Project Management:
Oversee workflow, deadlines, and key deliverables in the financial planning process. Assist in the implementation of systems and processes to improve efficiency. Education & Experience:
Minimum: Matric (Grade 12) with strong administrative experience. Preferred: Diploma or degree in Finance, Business Administration, or a related field. Experience: 3+ years in an administrative/executive assistant role, ideally in financial services, wealth management, or a professional services firm. Key Skills & Competencies:
Highly organised with strong attention to detail. Excellent written and verbal communication skills. Strong numerical and analytical skills (for financial reporting). Tech-savvy proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint). Experience with financial planning software, CRM systems, or investment platforms (advantageous). Why join our client?
Competitive salary. Career growth opportunities. Dynamic, professional and client-focused working environment. Opportunity to develop skills in financial administration and high-net-worth client management.If you are a self-motivated, detail-driven professional looking to support a leading financial planner, we'd love to hear from you.
07 Mar 2025;
from:
gumtree.co.za