Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is to assist and support and their consultants Astute downloads Compile research, request quotes and fact sheets Manage client & 37 transfers, withdrawals and redemptions Assist with general office functions as required Matric office software (PowerPoint, Excel, Word) Strong research, analytical, and presentation skills Confident
Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is to assist and support and their consultants Astute downloads Compile research, request quotes and fact sheets Manage client & 37 transfers, withdrawals and redemptions Assist with general office functions as required Matric office software (PowerPoint, Excel, Word) Strong research, analytical, and presentation skills Confident
is shared as required and maintained within the research library - Provide advice and / or training as relationships through providing sales and client assistance service Generic Objectives Position Specific brokers as required and on request - Core competitor research and analysis - Provide correct and comprehensive
is shared as required and maintained within the research library - Provide advice and / or training as relationships through providing sales and client assistance service Generic Objectives Position Specific brokers as required and on request - Core competitor research and analysis - Provide correct and comprehensive
large modernization projects. Forecasts sales by researching and developing/maintaining long- and short-range
large modernization projects. Forecasts sales by researching and developing/maintaining long- and short-range
clients to ensure repeat business 3. Conduct market research to identify new potential customers and business
clients to ensure repeat business 3. Conduct market research to identify new potential customers and business
opportunities Encourage and assist to maintain good relationships with customers Assist sales team to achieve daily and deposit slips are filed and balanced Assist internal and external auditors where necessary ADVANTAGE Minimum of 5 years branch management/assistant experience is an ADVANTAGE Practical knowledge
Salespeople at their Richards bay branch. Counter Sales Assist walk in customers as well as per email and telephonically