Financial Planning Partner Assistant

Location: Hilton

Key Responsibilities

- Provide administrative and client service support to Financial Planning Partners
- Act as the primary point of contact for client queries and requests
- Manage client onboarding processes including FICA and compliance documentation
- Process new business applications and client transfers
- Liaise with product providers regarding client transactions and requirements
- Maintain and update client records and documentation on internal systems
- Prepare documentation and reports for client reviews
- Monitor outstanding requirements for new business applications
- Assist with organizing client events and communications
- Support general office administration and operations

Requirements

- 23 years experience in the financial services industry advantageous
- Relevant tertiary qualification beneficial
- Strong administrative and organizational skills
- Excellent communication and client service skills
- High attention to detail and accuracy
- Ability to manage multiple tasks and meet deadlines
- Proficiency in Microsoft Office (Word, Excel, Outlook)

Key Competencies

- Strong client relationship focus
- Excellent time management and organizational skills
- Ability to work both independently and as part of a team
- Professional, proactive and reliable

*** ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED***