Overview
Financial Advisor Assistant – Cape Town Jobs in City of Cape Town, Western Cape, South Africa at CapConnect
Title: Financial Advisor Assistant – Cape Town
Company: CapConnect
Location: City of Cape Town, Western Cape, South Africa
An independent and authorised financial services provider is looking for an Administrative Assistant to join their team.
This is a full time position based in Cape Town CBD
MAIN DUTIES & RESPONSIBILITIES
· Communicating with clients telephonically and electronically
· Compliance – FICA, FAIS & Due Diligence (data gathering and filing)
· Data Capture –on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows/tasks)
· Processing instructions – redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients.
· Preparing client quotes and comparisons with the various Financial Service Providers
· Prepare client proposals
· Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients
· General admin support
WORK EXPERIENCE:
· Previous experience assisting a financial advisor
KNOWLEDGE/SKILLS
· Microsoft Excel & Word
· Experience with Elite Wealth or other CRM system
· You need to understand each product i.e. risk cover, Retirement Annuities, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities and Medical Aid, Employee Benefits