Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will only suit a candidate Financial Services would be an advantage At least 5 years' experience in the financial services arena
Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will only suit a candidate Financial Services would be an advantage At least 5 years' experience in the financial services arena
investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well well established and focuses on managing an existing client base and not too much on new client acquisition Experience is key, you need to have gained at least 5 years of working experience in financial planning
investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well well established and focuses on managing an existing client base and not too much on new client acquisition Experience is key, you need to have gained at least 5 years of working experience in financial planning
participate in a Generic Management NQF 3 Learnership. Qualification: Generic Management NQF 3 Potential Start
in a Generic Management NQF 3 Learnership.
Wealth Advisor Assistant Paarl
Well-established Financial Services Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative Office or Business Management qualification
At least 5+ years experience in Wealth Advisor Assistant have excellent planning, organising and time management skills
Must be an analytical thinker with
participate in a Generic Management NQF 3 Learnership. Qualification: Generic Management NQF 3 Potential Start
in a Generic Management NQF 3 Learnership.
meeting. Responsible for coordination of Practice management systems on Lancet platforms Logs tasks on all staff or management, like making appointments, coordinating meetings, attending to Management diaries Qualifications: Grade 12 Relevant Degree or Diploma Entry Level