Wealth Advisor in fulfilling general sales and administrative support activities, client liaison and engagement inter-departmental relationships Coordinate the sales and administrative activities between the different product providers withdrawals and redemptions Assist with general office functions as required Matric with a minimum of environment In depth knowledge of Financial Planning administration, Risk and Investment products, processes and knowledge and experience with a variety of common office software (PowerPoint, Excel, Word) Strong research
Wealth Advisor in fulfilling general sales and administrative support activities, client liaison and engagement inter-departmental relationships Coordinate the sales and administrative activities between the different product providers withdrawals and redemptions Assist with general office functions as required Matric with a minimum of environment In depth knowledge of Financial Planning administration, Risk and Investment products, processes and knowledge and experience with a variety of common office software (PowerPoint, Excel, Word) Strong research