Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure office is followed Manage client queries Gather and prepare information for client meetings (Reviews, proposals life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires
REQUIREMENTS
Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure office is followed Manage client queries Gather and prepare information for client meetings (Reviews, proposals life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing
Salt About Our Client: Our client is a leading property management company with a portfolio of multiple As they expand, they are seeking a hands-on Portfolio Financial Manager who is eager to roll up their the financial operations for multiple property portfolios, ensuring precise financial reporting, budgeting
The Royal Portfolio's head office team is seeking a talented and dynamic PR Specialist from within writing. This individual will be responsible for executing strategic PR initiatives to enhance the reputation Brand Ambassador and spokesperson for The Royal Portfolio, representing our values and standards in all
Hiring: Client Engagement Specialist (Cape Town)
As a Client Engagement Specialist within Sustainability for managing and enhancing relationships with clients, ensuring they receive maximum value from the data contact, understanding client needs, facilitating communication, and driving client satisfaction and retention Responsibilities:
Client Relationship Management:
Serve as the primary contact for clients, addressing
Build and maintain strong, long-lasting client relationships by understanding their business goals
not only experienced but also passionate about client take-ons, managing the transition process and driving /strong>
Scope of work