Wealth Advisor Assistant Paarl
Well-established Financial Services Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative qualification
At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial Services
Answering telephone Stand in for the Service Advisor to assist with administration Requirements: Min matric
Reference: PTA007344-Shell-1 Customer Service Coordinator URGENTLY needed for a mining and cranes division based in Durban. Responsibilities are as follows: Operational assistance to the Technical Advisors Handling of service requests. Arranging of service attendances Planning of engineer pool Prepa
Your:
The Financial Advisor will be responsible to provide underwriting and sales assistance to the Broker
The Financial Advisor will be responsible to provide underwriting and sales assistance to the Broker