handling and delivering results as per Service Level Agreement targets / timelines. Produce reports to process meetings / calls. In addition to call service levels, customer satisfaction and accuracy and quality guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating providing event-based and frequency-based feedback • Assist Handling and Good at problem solving • Full time handling and delivering results as per Service Level Agreement targets / timelines. Produce reports to
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
handling and delivering results as per Service Level Agreement targets / timelines. Produce reports to process meetings / calls. In addition to call service levels, customer satisfaction and accuracy and quality guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating providing event-based and frequency-based feedback • Assist Handling and Good at problem solving • Full time handling and delivering results as per Service Level Agreement targets / timelines. Produce reports to
with flexibility offered by the Company. To assist the director and financial advisors with the investment enhance client and team relationships. Support the director with various ad-hoc requests in conjunction with relate with clients and different advisers of all levels Responsibilities: Understand products and services investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
with flexibility offered by the Company. To assist the director and financial advisors with the investment enhance client and team relationships. Support the director with various ad-hoc requests in conjunction with relate with clients and different advisers of all levels Responsibilities: Understand products and services investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
with flexibility offered by the Company. To assist the director and financial advisors with the investment enhance client and team relationships. Support the director with various ad-hoc requests in conjunction with relate with clients and different advisers of all levels Responsibilities: Understand products and services investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
Johannesburg. Main Purpose of the Job: Performs complex-level professional internal auditing work. Work involves concerning areas being reviewed. Communicates or assists in communicating the results of audit and consulting a timely basis to management and the board of directors. Develops and maintains productive team-oriented and with external organizations. Provides or assists in providing training, coaching, and guidance to
rong>Reports To: Finance Manager and Director
Job Type: Full-time
assist and do debtors and Financial clerk duties when they not at workageing