Our client, based in Greenpoint, Cape Town, whom are in the Financial Planning and Wealth Management industry are looking for a dynamic, hardworking and motivated Assistant for their Financial Planner / Advisor Our client, based in Greenpoint, Cape Town, whom are in the Financial Planning and Wealth
clients, legal professionals, financial advisors, and internal staff.
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
due to the Financial Advisor Operational support for Portfolio Managers and CRMs Assistants align with
due to the Financial Advisor Operational support for Portfolio Managers and CRMs Assistants align with