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Team Assistant (9 month Contract)

Vacancy Details

Reference No.



The role will entail the servicing of JHB Independent Financial Advisor client base. Servicing will entail incoming phone calls, outbound phone calls as well as e-mail correspondence. The role requires a good understanding of the products we offer as well as the basic processes aligned to these products.


Key Responsibilities

  • Manage data clean up on Salesforce and Obelix
  • Keep consultant’s administration updated regarding birthday’s and milestones on advisors/corporate books, etc
  • Monitor daily hotlist
  • Manage the ROT process
  • Prepare proposals & quotes for the external consultants to use when Marketing to the Financial Advisors.
  • Escalated queries/ monitoring of big cases or offshore cases (QC)
  • Assist external consultants in their dealings with select brokers
  • Manage relationships with independent financial advisors and their assistants.
  • Display good knowledge of the LISP platform product offering, domestic and offshore.
  • Display good knowledge of the company's core range of unit trust funds (local and offshore).
  • Assist with sensitive advisors
  • Assist sales managers with any business issues they need resolved
  • Draft and update spreadsheets
  • Assist sales managers with admin while they are out of the office
  • Assist with housekeeping checklist
  • Assist with broker web registrations/resetting of passwords
  • Transfers from competitors (Sec 14, 37(2) and voluntary). Prepare transfer packs, follow-up with companies and give feedback to IFA.


Candidate Requirements

Technical Knowledge and Experience:

  • Degree/diploma or relevant 2/3 years working experience
  • Asset management and Unit Trust experience.
  • Client relationship experience
  • Previous exposure to clients and brokers
  • General knowledge of Collective Investment Schemes and Investment Platforms, as well as commercial business knowledge
  • Fluent in English

System Skills:

  • Proficient in Excel
  • Proficient in PowerPoint
  • Computer literacy – MS Office
  • Exposure to MIS an advantage

Personal Attributes:

  • Excellent interpersonal skills with the ability to communicate at various levels
  • Ability to solve problems
  • Ability to work in and contribute to a tea
  • Ability to show initiative
  • Attention to detail and accuracy
  • Self-starter and self-managed
  • Proactive, energetic and enthusiastic

All positions will be filled in accordance with our client’s Employment Equity plan. We also encourage people with disabilities to apply.

Position Type

Contract 6 - 9 months

Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Gauteng - JHB North