Administrative Assistant

• Communicating with clients telephonically and electronically
• Compliance - FICA, FAIS & Due Diligence (data gathering and Beeswax)
• Data Capture on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows/tasks)
• Forms administration (Prepopulating apps, sending to clients, managing the return and capturing of the forms/submitting to the Financial Institute) - for investments, risk, medical aid and Employee Benefits
• 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
• Working with the paraplanner to prepare client proposals
• Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients
• General admin support

• High school senior certificate
• Diploma
• Undergrad degree (Desirable

• Previous administrative experience
• A minimum of 3- 5 years’ proven work experience within an insurance, investment or Asset Management environment – financial advisory company
• Strong verbal and written communication skills
• Good telephonic manner
• Ability to analyse and understand insurance policies
• Knowledge of industry’s professional terminology
• Systematic, consistent and structured approach to work
• Excellent attention to detail –takes pride in work
• Highly organised and efficient
• Ability to work well under pressure, multitask and prioritise effectively
• Strong administrative skills
• Proactive and uses initiative to ensure excellent service & performance is of a high standard
• Microsoft Excel & Word
• Microsoft Outlook
• 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
• Confidential and discreet
• Comfortable with a corporate culture and able to conduct herself professionally within financial and legal environments
• Strong customer service skills with ability to deliver results with both internal and external clients/stakeholders
• Work well as part of a team
• Highly honest & ethical

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