Vanderbijlpark, Vaal Gauteng. Role would be ideal for a retired or unemployed individual.
Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required
become available due to the current incumbent retiring. You will work 7 to 7 Monday to Thursday and 7
(life, disability and dread diseases
* Retirements options
* Must be able to communicate well
i>Unit allowance
to arrange internal events for residents in a retirement estate. Regular activities occur on a weekly
Insurance Facilitate the surrender of customer retirement annuities held with South African based insurance fund solutions and/or transfer of pension to new retirement annuity. Obtain final values for financial products cancellations and paid-up requests. Execute retirement claims, retirement investments and deferred pensions. iSupport country is required by SARS to withdraw from a Retirement Annuity Fund. Requirements: Minimum requirement:
Requiremen
Services experience specifically Asset Management, Retirement Funds and Unit Trusts Offshore; Call Centre experience
clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required