| Date | 2024-11-26 |
|---|---|
| Job Title | 2Nd Assistant To Wealth Manager / Financial Planner |
| Employer | Express Employment Professionals Midrand More Information |
| Salary | 12000 |
| Category | Sales Marketing |
| Location |
Gauteng / Centurion |
Job Summary
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 driver’s license.
– Fully bilingual Afrikaans and English (read, write & speak).
2Nd Assistant To Wealth Manager / Financial Planner position available in Gauteng, Centurion. This job position was posted by Express Employment Professionals Midrand. The job has been posted as a char8000 ad on 2024-11-26 at 01:25:28 in the Sales Marketing category
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