Centurion: Financial Advisor Assistant, Irene, Centurion posted by Express Employment Professionals Midrand

Key performance areas:

Documentation Processing
– 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.
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 Advisors informed.
Knowledge and Skills
IT / Systems:
– 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.
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, 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 driver’s license.
– Fully bilingual Afrikaans and English (read, write & speak).