Advisory Assistant

Dixie Recruitment · KwaZulu-Natal

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An established professional services business based in Kloof, Durban is looking for an Advisory Assistant to provide administrative and client support to a senior advisor.
This is a varied role for someone who is highly organised, accurate and client-focused, with strong attention to detail and the ability to manage multiple tasks, follow up on outstanding matters and work effectively to deadlines.
The successful candidate will work closely with clients and internal stakeholders, ensuring that documentation, instructions and administration are handled accurately and efficiently.

KEY RESPONSIBILITIES

Provide administrative and operational support to the advisor.
Communicate professionally with clients and internal and external stakeholders.
Follow up on outstanding documentation, information and instructions.
Contact clients to request documents and arrange appointments.
Assist clients with completing and signing documentation.
Respond to client queries in a professional and helpful manner.
Prepare documentation and information for client meetings.
Maintain accurate client records and update the CRM system.
Complete onboarding documentation and submit various instructions.
Request and monitor required compliance documentation.
Track and follow up on various client instructions and transactions.
Manage review schedules, appointments and follow-ups.
Ensure actions arising from meetings are completed within the required timeframes.
Liaise with internal departments regarding fees and related administration.
Assist with calculations, reports and client information where required.
Maintain accurate records and ensure documentation is kept up to date.
Assist with general office administration and provide support to the wider team when required.

REQUIREMENTS