This role is ideal for a student or individual with basic qualifications looking to gain experience in an administrative setting. The successful candidate will assist with basic filing, administrative functions, and data capturing.
Requirements:
qualification in finance or accounting
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receptionists are on annual leave ● Helping with admin overflow ● Taking minutes of important meetings
product registrations 3 years working experience in investment advice and risk cover for individuals, trusts Allan Gray, NinetyOne, Momentum or Glacier for investment purposes Driver's license with own reliable transport
post holder will liaise with financial advisors, investment companies, clients, and business partners, as client financial transactions, this includes investments, transfers, benefit payments, statutory payments