Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years experience of all necessary documentation relating to administration of local and offshore investment instructions (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years experience of all necessary documentation relating to administration of local and offshore investment instructions (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
performance. Provide student support. Handle administrative tasks. Assist learners/employees in understanding
Provide student support.
Handle administrative tasks.
Assist learners/employees in understanding
progress. Provide ongoing student support. Manage administrative tasks, including record maintenance and compliance compliance. Evaluate training effectiveness regularly. Assist learners requiring additional support. Prepare
Provide ongoing student support.
Manage administrative tasks, including record maintenance and compliance
Evaluate training effectiveness regularly.
Assist learners requiring additional support.
Prepare
objectives.
Manage students attendance and administration of their documents.
Monitor learner progress
objectives. Manage student's attendance and administration of their documents. Monitor learner progress
insurance renewals, quotes, and claims Typing letters Assisting with long-term insurance quotes, claims, filing
insurance renewals, quotes, and claims Typing letters Assisting with long-term insurance quotes, claims, filing