Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; computer skills essential Own vehicle, transport and driver's license essential.
y bilingual (Afrikaans & English)
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; computer skills essential Own vehicle, transport and driver's license essential.
supplier reconciliation Liaising with Suppliers and service providers regarding information required for processing debtors/creditors background Own transport & driver's license
marketing drives in your region. To effectively service your clients that may be in other centers limited related field 2 years experience in the financial services industry Have an understanding of Collective Investment Passionate about providing the best financial services and advice to clients Effective problem-solving information in a clear and concise manner Valid driver's license essential. Adhering to CPD Requirement
marketing drives in your region. To effectively service your clients that may be in other centers limited related field 2 years experience in the financial services industry Have an understanding of Collective Investment Passionate about providing the best financial services and advice to clients Effective problem-solving information in a clear and concise manner Valid driver's license essential. Adhering to CPD Requirement
information at all times Debtors: Capturing of service/ sundry sales invoices Capturing of debtor payments/ with Debtors and Creditors experience. Must have drivers' licence and own transport. Must be willing to
company committed to delivering outstanding customer service, is looking for an energetic and proactive individual skills and financial acumen Must have a valid driver's license and own vehicle Must have experienc in
company committed to delivering outstanding customer service, is looking for an energetic and proactive individual skills and financial acumen Must have a valid driver's license and own vehicle Must have experienc in
charges, statements, etc.)