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. Portfolio Reviews: Preparation of Client Portfolio Reviews on Elite Wealth system or any other system that may be utilized by the Company. Adher...