Financial Advisor Assistant, Irene, Centurion

Key performance areas:

• Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc.
• Coordinate and produce annual reviews incl. reports etc.
• Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness.

• 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.

• 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.

• Build strong partnerships with staff from various suppliers.
• Ensure that all issues are proactively and smoothly resolved, keeping Advisors informed.

Knowledge and Skills

• Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.).
• Knowledge on different programs for example Momentum, Sanlam, Glacier by Sanlam etc.
• Adequate typing speed.

• 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.

• Grade 12, other diploma or degree will be advantages.
• Afrikaans and English very important, a lot of clients are Afrikaans clients as well.
• Previous exposure to dealing with and assisting clients in terms of a financial planning is important.
• Own transport and a valid drivers license.
• Fully bilingual Afrikaans and English (read, write & speak).