Reports – capturing contracts, leave, transfers etc Administration of IOD and COIDA claims Capturing and
Reports – capturing contracts, leave, transfers etc Administration of IOD and COIDA claims Capturing and
EXPERIENCE IN THE FINANCIAL SERVICES SECTOR: FUND OPERATIONS/ASSET MANAGEMENT OPERATIONS IS ESSENTIAL Perform Fund and Portfolio administration including trade execution and reporting. Build and maintain relationships with the internal team, service providers and external service providers, such as:
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
Qualifications and Experience
2-3 years administration experience in the financial services / insurance industry is required : Life cover and investments
Relevant tertiary education or courses.
The PA supports the Financial Planner in providing the required leve
Reference: JHB001034-Yolan-2 Leading organisation within the "investments / insurance and financial services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals who apply must be living within a 20 km radius and must have administration experience withi
Reference: JHB001034-Yolan-2 Leading organisation within the "investments / insurance and financial services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals who apply must be living within a 20 km radius and must have administration experience withi
Reference: JHB001100-VM-1 Leading organisation within the "investments / insurance and financial services industry" requires a Personal Assistant for the Belville branch in Cape Town. Applicants must have administration experience within the insurance industry. Matric is essential Additional Certifi
Reference: JHB001100-VM-1 Leading organisation within the "investments / insurance and financial services industry" requires a Personal Assistant for the Belville branch in Cape Town. Applicants must have administration experience within the insurance industry. Matric is essential Additional Certifi