2nd Assistant to Wealth Manager / Financial Planner

Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes in income by due date etc. - Coordinate and produce annual reviews incl. reports etc. - Emails, practice management system and follow ups of any instructions incl. obtaining proof and checking correctness. Personal Effectiveness - Accountable for service delivery and take ownership through own efforts of all aspects of the job. - Individually accountable for managing own time, tasks and output quality (accuracy is of utmost importance). - Collaborates and networks effectively with others to achieve results. Quality Assurance - Performs quality checks on own work, adheres to service and quality standards & to all compliance requirements. - Passionate and committed to service excellence and embrace a culture of exceptional performance. Relationship Building - Build strong partnerships with staff from various suppliers. - Ensure that all issues are proactively and smoothly resolved, keeping Wealth Manager always informed whilst strictly operating within the non-advice mandate as required by legislation. Knowledge and Skills IT / Systems: - Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.). - Elite Wealth practice management system. - Adequate typing speed. Competencies - Detail- and task orientation & Effective multi-tasking. - Proactive problem-solving ability, planning and organizing. - Sound communication skills (written, email and phone). - Building efficient relationships to accomplish objectives of role. - Information Monitoring, Initiating Action &Ownership. Requirements: - Grade 12 or equivalent - Afrikaans client base so high competency level in business Afrikaans. - Previous exposure to dealing with and assisting clients in terms of a financial planning (wealth) book of business. - Own transport and a valid drivers license. - Fully bilingual Afrikaans and English (read, write & speak).

Location: Centurion, ZA

Posted Date: 11/23/2024