looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg
Managed Service Provider (MSP) dedicated to delivering innovative IT solutions and exceptional service to to our clients. We pride ourselves on fostering a collaborative and dynamic work environment where every Managed Service Provider (MSP) dedicated to delivering innovative IT solutions and exceptional service to to our clients. We pride ourselves on fostering a collaborative and dynamic work environment where every Perform regular maintenance, updates, and backups for client systems. • Assist in the deployment and configuration
your career within one of the major financial services companies in South Africa. Liberty offers a structured financial planning advice to private and business clients by identifying their Investment and lifestyle needs cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints Matric is essential
your career within one of the major financial services companies in South Africa. Liberty offers a structured financial planning advice to private and business clients by identifying their Investment and lifestyle needs cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints Matric is essential
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching marketplace and providing clients with information on new and existing products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching marketplace and providing clients with information on new and existing products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
together. Work with individuals or institutional clients to assess their financial needs and help them achieve order to secure new clients. Set up appointments and meet with clients Analyse clients financial situation according to clients changing needs Present and sell suitable financial products and services f you can a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
together. Work with individuals or institutional clients to assess their financial needs and help them achieve order to secure new clients. Set up appointments and meet with clients Analyse clients financial situation according to clients changing needs Present and sell suitable financial products and services f you can a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
career and grow your portfolio. Work directly with clients as their financial wellness coach, helping them their financial goals Develop a roadmap to help clients build, protect, and transition their finances and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience goals of clients according to their specific lifestyles and financial needs Meet with clients to form for creating and accumulating wealth Obtain new clients and be innovative in crafting solutions to improve