A specialist wealth managementcompany, based in the Durban area, is seeking to appoint an Advisory Assistant.Knowledge & Experience:

Matric with relevant tertiaryqualification
Min 3-5 years’ experience in investment and planning environment
Microsoft packages
General knowledge of financial markets
Knowledge ofinsurance and investment products
Asset classes, hedge funds and equities
Lump suminvesting/withdrawals Rate of return and income tax (CGT)
Diary management
Assisting and executing related tasks as requested by direct manager
Cashflow draftingand generation
Ensure that Fiduciary, Wills and estate planning documents arecompliant
Constantly update FICA and FAIS
Manage depleted holdings
Ensureclient has correct mandate and closing letter
Apply for tax clearance and relatedmatters
Accurate loading of values to generate cash flow
Basic tax calculationsand seek tax directive
Loading and calculating of recoupment options
Load clientsonto the system - Gather client information and load on Tyrus (in-house system)
Completeall documentation, Mandates, applications forms
Attend to client queries and assist inclient events
Liaise with marketing regarding RSVP on respective clients
Sendgifts or cards on occasions

 Should you not hear from me, pleaseassume that your CV has been received and reviewed, though has not been shortlisted on this specificoccasion.