for a dynamic Receptionist, Admin and Personal Assistant. The candidate must be self-starter with a positive etc are also to be performed alongside Personal Assistant duties. The minimum requirement is a Matric certificate
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to applications are
completed correctly) servicing and any other requirements;
new business and/or client servicing;
the client;
that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) and to Advisor/s meeting with the client; In house servicing – Upgrades and downgrades Ensuring that new business with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; declines; General administration and In- House servicing/new business; Must attend all training sessions
for a dynamic Receptionist, Admin and Personal Assistant. The candidate must be self-starter with a positive etc are also to be performed alongside Personal Assistant duties. The minimum requirement is a Matric certificate
We are looking for a friendly and customer service-oriented client relationship manager to foster positive by receiving and analyzing feedback to make our services more enjoyable. Client relationship manager who establish their needs. Prior experience with customer service. Office automation experience Excellent interpersonal
that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) and to Advisor/s meeting with the client; In house servicing – Upgrades and downgrades Ensuring that new business with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; declines; General administration and In- House servicing/new business; Must attend all training sessions
become available for a Sales Representative at a Serviced Office based in Fourways, our ideal candidate fit in with our culture and live the Infinity Serviced Offices values. Ultimately, you will ensure your suitable service offering i.e. office space or virtual services. Understanding of Infinity Serviced Offices Offices service offerings and facilities to guide and provide detailed information to prospective tenants Provide rental proposals to prospective tenants. Assist prospective tenants with completing the relevant
Credits
client servicing. Checking that the Record of Advice (ROA) and
view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal sells are reviewed annually Quotes, in-house servicing, upgrades - downgrades if necessary and campaign (FNA) accompany all new business and/or client servicing. Checking that the Record of Advice (ROA) and Queries telephonically & e-mail including service level complaints Conservation / Retention of business
view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal sells are reviewed annually Quotes, in-house servicing, upgrades - downgrades if necessary and campaign (FNA) accompany all new business and/or client servicing. Checking that the Record of Advice (ROA) and Queries telephonically & e-mail including service level complaints Conservation / Retention of business