PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential other claim.eg. Dread Diseases, disability ETC Investments –Checking on fund performance's, exercising fund
Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner to assist with all wealth management planning and advice related activities on an initial and ongoing basis. Must have Matric/Grade 12, Completed RE Exam, w orking knowledge of FAIS/FICA Le
If you have had extensive Personal Lines (Domestic) Claims Exposure we would like to hear from you. Broker Exposure where you have dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration Administer complete claims process according to defined claims pro
skills Existing relationship with Master's Office Market Related salary
Office suite and other training software/tools Market Related Salary
SMEs - you must come from commercial property investment not Property Sales -this is not for estate agents need someone who understands commercial property investment and who can also do the finance attached to deal approved budgets. Oversee the end-to-end property investment process within the area office, with a specific property acquisitions, joint venture property investments and owner-occupied property acquisitions for present detailed investment proposal reports for consideration by relevant investment committees, ensuring
such as choosing investments Also explain tax laws relevant to certain investments and help with insurance financial needs and opportunities (e.g. insurance, investments and retirement products) Customize financial
such as choosing investments Also explain tax laws relevant to certain investments and help with insurance financial needs and opportunities (e.g. insurance, investments and retirement products) Customize financial
PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential other claim.eg. Dread Diseases, disability ETC Investments –Checking on fund performance's, exercising fund
private and business clients by identifying their Investment and lifestyle needs. Identify new business opportunities