KEY PURPOSE OF JOB

To provide an effective administration service to the designated Private Wealth Manager specializing in long term risk products and their clients with the aim of providing NFB 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 Elite Wealth & follow-up of New Business);

·        Maintaining relevant client database (currently on Elite Wealth) and integrity of client and investment information;

·        Loading risk products 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 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 Elite Wealth 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 Clients and Investments onto the Elite Wealth 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.

General Responsibilities

·        Performing administrative duties that would reasonably be required of you.

·        Attending general meetings as required.

·        Sitting at reception to relieve the receptionist when required.

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

·        General admin ones along with adhoc analysis and paraplanning.