the Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth
CPD points.
clients who visit the office;
Attend to clients who visit the office; Liaise with advisors to ensure their files are in order; Attend to Schedule appointments; Prepare documentation for advisors; Attend to the purchasing of items required in
Attend to clients who visit the office; Liaise with advisors to ensure their files are in order; Attend to Schedule appointments; Prepare documentation for advisors; Attend to the purchasing of items required in
rates
rates
the rates Rates to be discussed with manager and advisor If all happy, forward to employer for signature
the rates Rates to be discussed with manager and advisor If all happy, forward to employer for signature
the rates Rates to be discussed with manager and advisor If all happy, forward to employer for signature