Job description

Purpose of the Position: To provide administrative support to the Financial Consultants and members of the team.

Summary of Job Description:

• Maintain statistics and report to Management when required
• Engage with new clients to process paperwork as laid out in the Investment Department Procedure Manual and agreed to between Financial Consultant and Client
• Maintain information on files
• Attend to and resolve queries timeously
• Escalate queries to relevant Financial Consultant where the query exceeds expertise or knowledge
• Make suitable Marble notes of all relevant client engagements
• Assist Financial Consultants with all aspects of administration
• Familiarise self with all Policy and Procedures required of a Financial Consultant in respect of administration and client engagement
• Perform Client Reviews and where necessary liaise with the relevant Financial Consultant to set up client meeting with the relevant documentation
• Monitor progress and receipt of all documentation from Administrators for client signature and process accordingly
• Attend Client meetings when required with the Financial Consultants
• Keep up to date technically by researching current trends
• Ensure compliance with current legislation
• Acquire a full understanding of the Harvard House Philosophy and its presentation to clients

Personality Traits:

• Reliable
• Must take initiative and take responsibility for own work
• Integrity, confidentiality, professionalism are essential traits

Company Description

The Harvard House Group is an independent financial services group, based in Howick in KwaZulu Natal, providing a comprehensive range of financial solutions to clients.
The Group’s focus is on exceptional service and affordable fees, with the aim of providing each and every client with a one-stop shop to cater for their full financial needs.
The Group was established in 1972, and over the years, has grown steadily to encompass 6 senior partners and over 60 staff.

Requirements

Skills and competencies required:

• Planning and organising
• Adaptable and flexible
• Good knowledge of Excel and Word
• Analytical and problem solving skills
• Good communication and interpersonal skills, dealing with Managers, staff and clients
• Ability to team with all members of staff

Posted on 09 May 11:08