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  • Partner Assistant - Kloof - Catch Recruit

    Catch Recruit
    Catch Recruit Kloof

    5 days ago

    Default job background
    Administrative
    Description

    Purpose of Role

    The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients.

    Categories: Client Services, Operations, IT & Systems, Marketing Support, Office Management

    • Implementation of the client services experience, as defined by the Head of Operations.
    • Liaison between Financial Planner Partner and product providers (PPs).
    • Equipped to follow the formal complaint resolution process.

    Key Responsibilities:

    Client Services

    • Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner and client.
    • FICA and AML capture and checking on client onboard process.
    • Checking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklist & lodgment rules.
    • Administration relating to client transfer and new business transactions.
    • Submission of intermediary appointment notes to relevant PPs.

    Operations

    • Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPs.
    • Capture and checking of new business documentation to ensure completeness and accuracy in alignment to the lodgment rules.
    • Submission of new business application(s), together with supporting documentation to relevant PPs.
    • Monitoring the underwriting and acceptance of new business transactions.

    IT & Systems

    • Preparation of client portfolios using Astute and / or product provider information.
    • Ensuring XPlan Policy Schedules are up to date and accurate.
    • Data capture of client demographic data on client relationship management system XPlan.
    • Client financial data capture (ASTUTE, PPs and manual).

    Marketing Support

    • Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
    • Function as a primary point of contact for clients thus strengthening client relationships.

    Office Management

    • Support the general office management including reception, facilities, meeting room management, stationery, marketing material etc.
    • Submit orders for stationery, business cards, marketing brochures, client folders etc. to the Partnership Operations Manager timeously to avoid running out of stock.

    Requirements

    • Financial Services Industry Understanding of FAIS and FICA legislation
    • Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint Experience with XPlan
    • Good verbal and written communications skills High energy individual who is customer centric and relationship orientated Methodical, accurate and have meticulous attention to detail

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