Financial Advisor Assistant

Collate documentation for local and offshore investment instructions, including redemptions, asset switches, and share dealing workflows. Secure authorities, capture transaction data within Fundamental and PTC/CRM systems, and manage daily EFT payments with mandatory verifications. Review debit balances, assist with corrective actions, and coordinate the onboarding lifecycle for new clients. Prepare quarterly invoices, administer trust payments, and act as the primary contact for clients and third-party providers to resolve queries. Retain ownership of electronic and physical filing structures ensuring adherence to financial services legislation, while delivering secretarial support for document typing, diary tracking, and event management.