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 maintain a positive working environment at all times.  ...