Secretary (Financial Services)

Main duties and responsibilities include:

• Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;
• Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups;
• Filing, capturing client data, updating spreadsheets and word documents;
• Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies;
• Follow-up all client transactions, implementation of new business etc;
• Drawing statements from service providers and summarising client portfolio information;
• Preparation of the necessary presentations, investment summaries and documentation for client review meetings.
• Assist with FAIS and FICA compliance and any other compliance requirements
• Scan to file all new business documents in client folder.
• General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith.
• Be telephonically available for client queries, and act as initial point of contact for client queries.
• Maintain an appropriate filing and recording system – both hardcopies and electronically.
• Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis.
• It is essential that the candidate has the ability to multitask and to work under pressure.

Requirements:

• Grade 12 (Essential).
• 3+ years’ experience at a financial advisory practice is advantageous
• Post Matric qualification will be an advantage
• Strong written and verbal language skills both Afrikaans and English essential
• Strong computer skills essential
• Own vehicle, transport and driver's license essential.