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assist and support the Wealth Advisor in fulfilling general sales and administrative support activities client liaison and engagement. Actively provide support to Wealth Advisors for the acquisition, retention Provide support in inter-departmental relationships Coordinate the sales and administrative activities withdrawals and redemptions Assist with general office functions as required Matric with a minimum of environment In depth knowledge of Financial Planning administration, Risk and Investment products, processes and
assist and support the Wealth Advisor in fulfilling general sales and administrative support activities client liaison and engagement. Actively provide support to Wealth Advisors for the acquisition, retention Provide support in inter-departmental relationships Coordinate the sales and administrative activities withdrawals and redemptions Assist with general office functions as required Matric with a minimum of environment In depth knowledge of Financial Planning administration, Risk and Investment products, processes and
clients and cold calling potential clients Administration: includes but not limited to, client quotes QUALIFICATIONS Matric EXPERIENCE: Minimum of 1 year administrative and sales experience Any other work-related deadlines KNOWLEDGE AND SKILLS: Knowledge of Microsoft Office applications (Word / Excel / Microsoft Teams) Excellent Excellent communication skills Strong Administration skills Must be confident to phone clients.
clients and cold calling potential clients Administration: includes but not limited to, client quotes QUALIFICATIONS Matric EXPERIENCE: Minimum of 1 year administrative and sales experience Any other work-related deadlines KNOWLEDGE AND SKILLS: Knowledge of Microsoft Office applications (Word / Excel / Microsoft Teams) Excellent Excellent communication skills Strong Administration skills Must be confident to phone clients.
and received in good order Manage the branch administration, sales and warehouse personnel and maintain when required Keep informed and liaise with head office on any Industrial Relations/Human Resources issues with head office on any Health and Safety issues Ensure any relevant information from head office is communicated experience is an ADVANTAGE Practical knowledge of MS Office packages – preference will be given to users with
shipment enquiries and quotations General office administration tasks, when required Sales – CRM system
shipment enquiries and quotations General office administration tasks, when required Sales – CRM system
you with full training and you will enjoy the support of an internal telemarketing division to assist generation and appointments as well as an administrative support team. Additionally, you will receive marketing
you with full training and you will enjoy the support of an internal telemarketing division to assist generation and appointments as well as an administrative support team. Additionally, you will receive marketing