Reference: 5387 NB
Consultant: Nine Broodryk

Job Description:

  • Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients.
  • Communication and Client Intimacy
    • Follow up on various instructions with internal and external stakeholders
    • Phone client to request documents and schedule meetings
    • Attend to client queries
    • Liaise with marketing regarding RSVP on respective clients
    • Attend client presentation, Prospecting events and interact with clients
    • Send quarterly report to client
    • Liaise with finance division in respect of recoupments and debtors schedules
    • Friendly and caring to the client in all endeavours
    • Send gifts or cards on occasions
    • Assist client in signing documents in the on-boarding as well as fiduciary process
  • Administration
    • Prepare documentation for client & on-boarding meetings
    • Load and update AUM onto System
    • Build bespoke Financial Analysis for prospects and clients
    • 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 Tyrus
    • Compile Investment proposals/recommendations
    • Draft Asset Allocation Analysis
    • Complete all documentation, Mandates, applications forms,
    • Submit various instructions
    • Confirm beneficiary status of AUM
    • 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.
    • Generate quarterly reports on every client
    • Adhering to any outstanding requests from internal and external clients
  • Calculations
    • Accurate loading of values to generate cash flow
    • Perform calculations in terms of fund allocation
    • Balance portfolios
    • Basic tax calculations and seek tax directive
    • Loading and calculating of recoupment options
  • Practice Management
    • Cashflow drafting and generation,
    • Ensure that Fiduciary, Wills and estate planning documents are compliant
    • Constantly update FICA and FAIS
    • Manage depleted holdings
    • Ensure client has correct mandate and closing letter
    • Apply for tax clearance and related matters
  • Greater Office Contribution
    • Assisting and mentoring of other Assistants
    • Attending Annual Client Presentations and other Advice Related events.
    • Assist in client events

Qualifications:

  • Matric with relevant tertiary qualification preferably post graduate or honours.
  • Preference to Investment Management, Accounting, Tax or CFP.
  • Ideally 3-5 years’ experience
  • Tyrus – In-house system
  • Microsoft packages

How to Apply:

  • Email your comprehensive CV to exceedhr@exceed.co.za.
  • If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
  • We reserve the right to only conduct interviews with candidates of choice.
  • Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

To apply for this job email your details to exceedhr@exceed.co.za