including arrangements and all actions required. 11. Prepare welcome files for new clients. 12. Regular management of operating expenses and responsibilities Grade 12 Trustee Diploma and/or relevant Employee Benefit
including arrangements and all actions required. 11. Prepare welcome files for new clients. 12. Regular management of operating expenses and responsibilities Grade 12 Trustee Diploma and/or relevant Employee Benefit
Candidate Requirements:
visits and follow-ups according to the customer grading i.e., size of the account. Proper communication sales and High-Level Technical Level. Must have grade 12 qualification. Own vehicle essential – roadworthy
visits and follow-ups according to the customer grading i.e., size of the account. Proper communication sales and High-Level Technical Level. Must have grade 12 qualification. Own vehicle essential – roadworthy
Systems: specifically, proficiency with Windows 10/11. • Proficient with Windows Server Operating Systems
and licensing by the Financial Services Board Grade 12 and National Diploma (Candidates with a relevant
and licensing by the Financial Services Board Grade 12 and National Diploma (Candidates with a relevant
Johannesburg.
REQUIREMENTS
Grade 12.
Relevant qualification/s. Qualified
administration of trusts. Minimum Requirements: Completed Grade 12. Relevant legal/ compliance or FAIS-related certification