Nozipho Khoza

General Administration / Advisory supoort:

• Preparation and maintenance of client files.
• Assist Financial Advisor in developing comprehensive records of advice/investment proposals: including estate planning, risk & wealth creaction.
• Monitor mailbox and incoming calls to ensure that all queries are solved timeously.
• Dairy management.
• Maintain travel schedules.
• Manage office supplies.
• Corporate and FSP License renewal.
• Preparation of FPI CPD compliance.

Client Servicing

• Ensure completeness of client file/data gatherings.
• Financial CRM system (Compol & EliteWealth).
• Check all compliance is present.
• Assist walk in clients.
• Follow up with clients (FICA/FAIS requirements).
• Request and update Statements.
• Broker updates.

Section 14

• Preparing client files for Section14 Annual fee renewals.

Reporting

Prepare and submit the following reports:

- Income Review

- Annual/Client Review

- Annual Premium Increase (ACI /ABI)

• PA to the General Manager and Team
• Planning, scheduling meetings and appointment
• Be the first point of contact for this front of house department for personal visitors, telephone calls, emails and letters
• Respond to customer complaints and enquiries
• Deal with cash and cheque requisitions, orders and invoices purchases
• Responsible for departmental credit card purchases
• Process departmental invoices accurately and in good time for both sites (Zambia and JHB) using Fraxion system to accurately record invoices against goods received
• Gain approval from relevant managers and allocate budget codes
• Report weekly sales, monthly sales and KPI results to the manager and Team
• Maintain product spec
• Information for each sales and performance on spreadsheet and extract information to support and keep record for regulations
• Uniform Ordering for the Team or Store Personnel
• Stationary, Grocery and cleaning material Ordering for the office
• Arranging travels and guest arrangements
• Preparing reports and presentations
• Organizing and planning filling records
• Managing day to day operations of the office

• PA to the Managing director
• Manage the day-to-day operations of the office
• Organizing and maintaining files and records
• Planning, scheduling meetings and appointments
• Managing projects and conducting research
• Prepare reports and presentations
• Arrange travels and guest arrangements
• Provide quality customer service
• Work in a professional environment
• Human Resource Administrator
• Procurement Administrator
• Assisting office directors (financial and operations)