new sales opportunities, presenting products, assisting with quotations, as well as managing the performance customers. Office management: Internal admin tasks, assistance with ISO and POPI compliance, chairing internal meetings. Collaborating with suppliers, assisting with procurement. Customers: Meeting with customers
requirements Assist in preparing for annual external audits Perform banking functions Client Admin Support:
suited for someone who is flexible and willing to assist with various tasks as needed. Suitable applications
servicing, portfolio requests and business retention. Assist Wealth Advisor in managing their workflow and follow-ups
servicing, portfolio requests and business retention. Assist Wealth Advisor in managing their workflow and follow-ups