Well established, reputable Financial Services company, situated in Hillcrest Durban seeks an experienced least 3 years' experience in this role, in a financial services environment. A clear credit record is is essential. Previous experience in a financial services environment is essential Possess good technical Accurately capture client information on the relevant system. Execute client requests within the agreed timeframes levels are met and exceeded. Interaction with Financial Advisors to ensure a constant flow of communication
information and data into the relevant systems and assure the integrity of the data.
Well established, reputable Financial Services company, situated in Hillcrest Durban seeks an experienced least 3 years' experience in this role, in a financial services environment. A clear credit record is is essential. Previous experience in a financial services environment is essential Possess good technical Accurately capture client information on the relevant system. Execute client requests within the agreed timeframes levels are met and exceeded. Interaction with Financial Advisors to ensure a constant flow of communication
information and data into the relevant systems and assure the integrity of the data. Provide advice and
information and data into the relevant systems and assure the integrity of the data. Provide advice and
dispatch of warehoused goods. To ensure efficient systems and controls are in place to ensure the above and execute and co-ordinate of these processes and systems to ensure the smooth running of the warehouse and Conduct physical counts of products and reconcile with data to maintain adequate inventory levels. Daily, weekly
information and data into the relevant systems and assure the integrity of the data.
client informed of the status of repairs and general data base management and updating of details.
detailed financial needs analysis and provide professional advice Create and protect the financial security wealth of others Assist clients in achieving their financial goals and maintain and grow client portfolios
detailed financial needs analysis and provide professional advice Create and protect the financial security wealth of others Assist clients in achieving their financial goals and maintain and grow client portfolios