assist and support the Wealth Advisor in fulfilling general sales and administrative support activities, client Scan client documents to Dynamics and Elite Submit all new business applications Submit servicing requests transfers, withdrawals and redemptions Assist with general office functions as required Matric with a minimum client data Good understanding of FAIS, FICA and general Compliance Excellent knowledge and experience with
assist and support the Wealth Advisor in fulfilling general sales and administrative support activities, client Scan client documents to Dynamics and Elite Submit all new business applications Submit servicing requests transfers, withdrawals and redemptions Assist with general office functions as required Matric with a minimum client data Good understanding of FAIS, FICA and general Compliance Excellent knowledge and experience with
to join their team. Liaise with export clients on all matters relating to relocation Prepare export documentation with inbound shipment enquiries and quotations General office administration tasks, when required Sales
to join their team. Liaise with export clients on all matters relating to relocation Prepare export documentation with inbound shipment enquiries and quotations General office administration tasks, when required Sales
material is replenished. Demonstrate and maintain general knowledge of products and services Strive to up on order /delivery changes and returns Check all orders delivered on board a vessel was received in order and respond to any queries. Ensure that all necessary documentation is produced, processed, signed
material is replenished. Demonstrate and maintain general knowledge of products and services Strive to up on order /delivery changes and returns Check all orders delivered on board a vessel was received in order and respond to any queries. Ensure that all necessary documentation is produced, processed, signed
client quotes, Sales orders, Invoicing, filing and general data capturing - Dealing with customer queries
client quotes, Sales orders, Invoicing, filing and general data capturing - Dealing with customer queries
prices, product construction etc. Manage and record all sales enquiries Customer account creation via Pastel records on customer sales and production tracking. General support to sales team and production team as required
long-term relationships with a group of customers and generally stay with customers for the length of their relationship