Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is to assist and support 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 Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs & 37 transfers, withdrawals and redemptions Assist with general office functions as required Matric
Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is to assist and support 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 Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs & 37 transfers, withdrawals and redemptions Assist with general office functions as required Matric