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 risk management needs, product offerings available, and changes in product provider rates. Ensure customer documentation as required. Ensure the accurate production of all customer portfolio review documentation information Compile a summary of information Research product information Handling and solving of client enquiries
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
compliant annual financial statements.
increase, decrease and modification for all Finance products. Scanning all necessary information on the Bank's
increase, decrease and modification for all Finance products. Scanning all necessary information on the Bank's
opportunity for a highly experienced TREASURY ASSISTANT - 6 Months Temporary Contract ESSENTIAL DUTIES
by paying all valid claims. The position of Assistant Manager entails proactive management of: 1. 2 and prevent fraud on all products, including abuse of hospital cash products. Keeping abreast of fraud Claims Department including: a. Daily to monthly production b. Key measurements: i. Turnaround times on all all Assessors are current and up to date with product knowledge, systems use, and related legislation payments and reinsurance rates and profitability of a product. 10. Relationship Management: Investing effort
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