Advisory assistant
Sandton
Reporting relation
Advice Partner
Purpose of job
Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients.
Key relations
All clients, possible leads,
Internal clients, Finance department Operations, Help desk, Administration (Both Local and Abroad)
External service providers. Pension fund Administrators, IFA’s, Financial Service Providers,
Qualification
Matric
Preferable tertiary qualification.
Preference to Investment Management, Financial planning, Accounting, Tax or CFP.
Experience
Ideally 3-5 years’ experience in an advisory practice.
Computer competency requirements
In-house system : Tyrus and Citazen
Microsoft packages
Competencies |
Knowledge |
Personal characteristics |
· Aptitude for figures |
· Knowledge of insurance and investment products |
· Client and service oriented |
· Writing skills |
· Fee account and performance fees |
· Affable character |
· Conceptual thinking skills |
· Mandates |
· Integrity |
· Interpersonal understanding |
· Asset classes, hedge funds and equities |
· Adaptable and flexible to change |
· Communication skills |
· Lump sum investing/Withdrawals |
· Multi- tasking |
· Detail orientated |
· Quarterly Reports |
· Good people skills |
· High levels of accountability and trust |
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· Sound ethics |
· Sense of urgency
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· Sense of responsibility and ownership
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KPA/ strategic business deliverables
Administration
- Prepare documentation for client & on-boarding meetings
- Complete forms and liaise with clients for signing docs and request any outstanding requirements
- Load clients onto the system – Gather client information and load on system
- Complete all documentation, Mandates, applications forms,
- Follow up on various instructions with internal and external stakeholders
- Submit various instructions
- Check for FICA documents
- Handle PWL – Onboard the client/Offshore Structure by obtaining FICA documents, completing the PWL onboarding documents
- Track and monitor instructions:
- New business transfer/adhoc top ups/withdrawals/switches/maturities/income benefit/income change/section 50 and section 14 transfers
- Update ad-hoc and annual minutes on Citazen
- Manage the diary of the wealth manager by scheduling appointments or follow up meetings with clients.
- Generate and structure agenda for minutes of meeting and execute or monitor the actions that need to be taken on the conclusion of the meeting.
- Adhering to any outstanding requests from internal and external clients
Calculations
- Perform basic calculations as per Advisors ‘request
- Seek tax directive and tax simulations
- Loading and calculating of recoupment options
Practice management
- Constantly update FICA and FAIS
- Manage depleted holdings
- Ensure client has correct mandate and closing letter
Communication and client intimacy
- Phone client to request documents and schedule meetings
- Attend to client queries
- Liaise with finance division in respect of recoupments and debtors’ schedules and credit notes.
- Send gifts or cards on occasions
- Assist client in signing documents in the on-boarding
Greater office contribution
- Assisting and mentoring of other Assistants
- Attending Annual Client Presentations and other Advice Related events.
- Assist in client events
THE CITADEL WAY
Make the client have a pleasant experience in all aspects of his journey with us.
Contribute to making the workplace an amazing place.
Closing date: 18-07-2025