Advisor Assistant

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 ma...