team
Do you value your autonomy? Do you derive satisfaction in seeing others achieving their goals? If you answer is YES to any of these questions, then be part of the change and join an Affiliate of a listed company as a Financial Advisor. With over 100 years of industry management experience that will
Do you value your autonomy? Do you derive satisfaction in seeing others achieving their goals? If you answer is YES to any of these questions, then be part of the change and join an Affiliate of a listed company as a Financial Advisor. With over 100 years of industry management experience that will
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Nee
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Nee
Experience in mapping out complex business processes Knowledge of the insurance industry and products
Description Role: Finance Business Analysis experience and qualifications Finance / Accounting / Business / Process / Data analysis Requirements Documentation Stakeholder management and communication skills Execution of business analysis methodology Identify, refine, clarify, and define the business
Role:
Description Role: Finance Business Analysis experience and qualifications Finance / Accounting / Business / Process / Data analysis Requirements Documentation Stakeholder management and communication skills Execution of business analysis methodology Identify, refine, clarify, and define the business