Administrative Assistant - Capital Connect

A successful financial advisory firm is looking for an Admin Assistant to join their dynamic team,

to assist the Financial Advisor with the processing of all financial administration for new and existing clients, record keeping and data capturing.

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)

• 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

Qualifications

• Matric

• Diploma / Undergraduate degree

Work Experience

• Minimum 3 years previous administration experience in an insurance, risk or Asset Management/ financial advisory environment

• Proficient in MS Word and Excel, outlook

• Experience with Elite Wealth or any CRM system

• knowledge of industry terminology and product

Pls do not apply if you do not have the above experience