of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric is a minimum requirement and you need to be fluent in Afrikaans and English
of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric is a minimum requirement and you need to be fluent in Afrikaans and English
with strong reporting, analytics and executive assistance experience. reporting to the COO: Distribution />Responsibilities:
Developing reports to assist the Distribution business with decision making
Assist with monitoring of Operational matters
Preparing
PowerPoint presentations
Develop business requirement specifications for system enhancements and development
Daily, weekly and monthly reporting and assisting with Qlik queries
Mentoring and management
benefits environment and adhere to all FAIS requirements
Duties
Independently manage
discussion with new members explaining benefits, when required.
Conduct risk and retirement re-brokes
Attend required internal and external forums and training courses
with
clients.
Undergo all training required.
Adhere to general administration tasks
minutes,
reports etc.
Minimum Requirements:
Matric and NQF Level 6 and /