ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
), Retirement Planning Benefits Free Employee Assistance Programmes (EAP) to cater for those life events
growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients and general market movement, as outlined in the sales and service process. Ensure report is accurate and
specialists who assist entrepreneurs in growing their businesses.They are seeking a Personal Assistant for the Western Cape. How you'll role As the Personal Assistant to the Managing Director, you will ease and enhance with at least 5 years, experience as a Personal Assistant, preferably in the financial services industry least two-or-more years, experience as a Personal Assistant, preferably, but not limited to the financial
assets.
invoices, sorting out outstanding invoices and assisting with invoice request.
including Key Accounts, Municipal clients, Trade/Retail partners, and Smart Meters users.
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the gateway to a rewarding career as a Financial Sales Representative. Embark on a journey of professional