Job Description
Company in Johannesburg is looking for an Advisor Assistant to join their team.
Responsibilities:
- Setting up appointments; Client Liaison
- Communicating with Product Providers
- Processing of New Business (Loading onto Elite Wealth & follow-up of New Business)
- Maintaining relevant client database (currently on Elite Wealth) and integrity of client and investment information
- Loading investments into Elite Wealth system and either storing in safe or sending to client
- Assisting with client servicing requirements
- Scanning / Filing; Mail
- General Correspondence and administrative duties required by Financial Advisor and other senior staff as required from time to time
- Performing administrative duties that would reasonably be required
- Attending general meetings as required
- Helping create and maintain a positive working environment at all times.
Portfolio Reviews:
- Preparation of Client Portfolio Reviews on Elite Wealth system or any other system that may be utilized by the Company.
- Adhering to Portfolio Update Schedules.
- Completing Portfolio Updates on an ad hoc basis as and when required.
- Adding of Clients and Investments onto the Elite Wealth system or any other system that may be utilized by the Company.
- Adding of Institutions, Funds and Investment Products onto the Elite Wealth system or any other system that may be utilized by the Company.
- General administration duties as instructed and required from time to time, including, but not limited to, assisting other Assistants of Financial Advisors with administrative work when they are on leave.
- Accurate and timeous capturing of information.
Please send your CV to .za or submit your CV online on our website .za
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other IT/Computer Jobs in Gauteng
The IT and computer industry is one of the most dynamic and growing sectors in Gauteng, with a thriving job market that offers a wide range of opportunities for career advancement.
In terms of salary ranges, IT professionals in Gauteng can expect to earn anywhere from R800 000 per annum for junior positions to over R2 million for senior executives. The average salary for software engineers is around R1.5 million, while data analysts can earn between R900 000 and R1.2 million. With experience and skills, IT professionals in Gauteng can expect significant salary increases, with some roles offering bonuses and benefits that can increase their overall remuneration.
To succeed in the IT industry in Gauteng, candidates need to possess a range of key skills, including programming languages such as Java, Python, and C++, as well as experience with databases, cloud computing, and cybersecurity. Strong problem-solving skills, attention to detail, and excellent communication skills are also essential for success in this field. Additionally, knowledge of ITIL (Information Technology Infrastructure Library) and Agile methodologies can be highly valued by employers.
Several major companies and industries in Gauteng are currently hiring IT professionals, including technology firms such as Microsoft, IBM, and Oracle, as well as banks and financial institutions like Standard Bank and Nedbank. The finance industry is also a significant employer of IT staff, with roles ranging from software development to data analytics and cybersecurity.
Career growth opportunities are abundant in the IT industry in Gauteng, with many companies investing heavily in employee training and development programs. With experience and skills, IT professionals can move into senior leadership positions or start their own businesses, while also pursuing further education and certifications. The Johannesburg Stock Exchange (JSE) is also a significant employer of IT staff, with roles ranging from software development to data analytics and cybersecurity.
Overall, the IT industry in Gauteng offers a wide range of exciting career opportunities for job seekers with the right skills and experience. With salaries that are competitive with those offered by major companies globally, there has never been a better time to pursue a career in this dynamic and rapidly evolving field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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