NFB PRIVATE WEALTH MANAGEMENT JHB

ASSISTANT TO A FINANCIAL ADVISOR 

KEY PURPOSE OF JOB

To provide an effective administration service to the designated Private Wealth Manager and their clients with the aim of providing NFB Private Wealth Management JHB (Pty) Ltd stakeholders with world class service.

RESPONSIBILITIES

Full administrative, advisor and client support role, this could involve duties such as:

·        Setting up appointments; Client Liaison;

·        Communicating with Product Providers;

·        Processing of New Business (Loading onto the compnay CRM & follow-up of New Business);

·        Maintaining relevant client database and integrity of client and investment information;

·        Assisting with client servicing requirements;

·        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 of you;

·        Attending general meetings as required;

·        Helping create and maintain a positive working environment at all times.

Portfolio Reviews:

·       Preparation of Client Portfolio Reviews on the CRM 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 Institutions, Funds and Investment Products onto the CRM 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.