Job Description
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 ma...