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Job Summary
Company in Johannesburg is looking for an Advisor Assistant to join their team.
Responsibilities:
- Setting up appointments; Client Liaison
- Communicating with Product Providers
- Processing of New Business (Loading onto Elite Wealth & follow-up of New Business)
- Maintaining relevant client database (currently on Elite Wealth) and integrity of client and investment information
- Loading investments into Elite Wealth system and either storing in safe or sending to client
- Assisting with client servicing requirements
- Scanning / Filing; Mail
- General Correspondence and administrative duties required by Financial Advisor and other senior staff as required from time to time
- Performing administrative duties that would reasonably be required
- Attending general meetings as required
- Helping create and maintain a positive working environment at all times.
Portfolio Reviews:
- Preparation of Client Portfolio Reviews on Elite Wealth system or any other system that may be utilized by the Company.
- Adhering to Portfolio Update Schedules.
- Completing Portfolio Updates on an ad hoc basis as and when required.
- Adding of Clients and Investments onto the Elite Wealth system or any other system that may be utilized by the Company.
- Adding of Institutions, Funds and Investment Products onto the Elite Wealth system or any other system that may be utilized by the Company.
- General administration duties as instructed and required from time to time, including, but not limited to, assisting other Assistants of Financial Advisors with administrative work when they are on leave.
- Accurate and timeous capturing of information.
Please send your CV to info@viragorecruit.co.za or submit your CV online on our website www.viragorecruit.co.za
Virago Recruitment
Recruiter
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