Our client is in the Financial Planning industry but they are not brokers or policy pushers but rather Financial Planning Experts assisting clients in their financial journey. This is a small but very successful team operating from offices in the Irene area in Centurion. Some of the roles the team cover already are:- Diary management and office manager; Life Administration assistant; Invest assistant dealing with appointment documents and processing; Para planner (financial analysis assistant); Employment Benefits assistant; Assistant financial planner.

The team is now looking for a dynamic lady to join them who has already got at least 1 year’s experience in Investment Assistant experience. This is essential and candidates will not be considered unless they have this experience. (Second interview subject to results of Invest knowledge testing). You need to be fully bilingual English/Afrikaans, a team player, with great attention to detail and show initiative. You need also to be able to travel in and out of Irene easily on a daily basis. The position needs to be filled urgently – so please apply urgently.

MAIN DUTIES:
All email and telephonic queries from clients
All non-appointment requests

Breakdown of duties: (ALL NON-APPOINTMENTS)
Amity quarterly reports to clients
Statement requests
Withdrawals
Adhoc contributions
Debit order instructions
Fund switches
Change investor details
New applications
RA retirements
Doc prepping for all queries (if applicable)
Section 14 transfers
Unpaid premiums
Living Annuity revision letters to clients
Insufficient funds for income – prep docs and send to clients to sign
Tax certificate requests
General queries form clients –
Foreign Investments – arrange required docs and processes
Beneficiary nominations on RA’s
Scanning and saving of documentation to Spotlight
Feedback to clients after instructions are finalised
Workpool

PLEASE NOTE THAT YOU SHOULD USE THE FOLLOWING LINK:
httpcareers.thenec.co.za/index.php? m=portal&a=details&jobOrderID=8274174