and expedite purchase orders.
collection of outstanding payments. Assisting portfolio managers with account queries. Loading new tenants
Requirements:
guidelines. Assist with the opening of accounts with newly appointed segregated/sub portfolio managers. Providing
We're seeking a motivated Internal Account Executive to join our banking client's Trade and Finance department!
This is a key role supporting the Business Finance team by managing client portfolios within Trade Debtor Finance. You'll a
Matric is essential
Additional Certificates / Qualifications will secure
2-3 years in the financial services / insurance industry experience is essential
The Personal Assistant will support the Financial Advisor in providing the required levels of client service
Qualifications and Experience
2-3 years administration experience in the financial services / insurance industry is required : Life cover and investments
Relevant tertiary education or courses.
The PA supports the Financial Planner in providing the required leve
Reference: JHB001034-Yolan-2 Leading organisation within the "investments / insurance and financial services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals who apply must be living within a 20 km radius and must have administration experience withi
Reference: JHB001034-Yolan-2 Leading organisation within the "investments / insurance and financial services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals who apply must be living within a 20 km radius and must have administration experience withi
Reference: JHB001100-VM-1 Leading organisation within the "investments / insurance and financial services industry" requires a Personal Assistant for the Belville branch in Cape Town. Applicants must have administration experience within the insurance industry. Matric is essential Additional Certifi