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 (MS Excel, MS Word and MS Outlook) Accurately capture client information on the relevant system. Execute levels are met and exceeded. Interaction with Financial Advisors to ensure a constant flow of communication
exit interviews.
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 (MS Excel, MS Word and MS Outlook) Accurately capture client information on the relevant system. Execute levels are met and exceeded. Interaction with Financial Advisors to ensure a constant flow of communication
and exit interviews. Manage the capturing of HR information and data into the relevant systems and assure assure the integrity of the data. Provide advice and information to management and employees on HR policies
and exit interviews. Manage the capturing of HR information and data into the relevant systems and assure assure the integrity of the data. Provide advice and information to management and employees on HR policies
exit interviews.
Ensure that the sites operational activities are captured in accordance with the SOP's. Integrate and Manage
Ensure that the sites operational activities are captured in accordance with the SOP's. Integrate and Manage
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