Personal Assistant and Sales Associate for a Financial Advisor, Durbanville, Northern Suburbs. Company Company Name: Attooh. Personal Assistant & Sales Associate for a Financial Advisor a Premier financial a dynamic individual to join us as a Personal Assistant & Sales Associate for our Financial Advisor correspondence and assist with document preparation. Maintain client records and update databases. Assist with travel satisfaction by delivering exceptional service. Assist in organizing client events and seminars. Requirements:
customers. Assist service technicians to book parts. Key Performance Areas Be professional and provide targets Assist service department to identify parts Book parts for service technicians Assist with annual annual wall-to-wall stock take Assist finance department with debtor and vendor queries Regularly attend
own personal earning goals A dynamic team and professional environment Job Summary: As an accredited Wealth specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure building strong client relationships Offering sound professional advice that delivers financial solutions in Regulatory authority. It also requires continuous professional development enabling you earn CPD points along
own personal earning goals A dynamic team and professional environment Job Summary: As an accredited Wealth specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure building strong client relationships Offering sound professional advice that delivers financial solutions in Regulatory authority. It also requires continuous professional development enabling you earn CPD points along
options and loan applications can be helpful in assisting customers. Technical knowledge: While not required mutually agreeable outcome. Process paperwork: Assist with completing necessary paperwork, including advice and competitive options. Professionalism: Maintain a professional demeanor throughout your interactions
digitally capable customer sales and service professional with excellent communication skills who are encouraged to apply. If you are keen to collaborate and assist colleagues by sharing your digital skills and attributes
digitally capable customer sales and service professional with excellent communication skills who are encouraged to apply. If you are keen to collaborate and assist colleagues by sharing your digital skills and attributes
closely with the Business Development Managers assisting them with current and new business opportunities maintaining high standards of competence, professionalism and service. Key Responsibilities include the
closely with the Business Development Managers assisting them with current and new business opportunities maintaining high standards of competence, professionalism and service. Key Responsibilities include the
to conduct a proper needs analysis and offer professional advice. - Sign up a minimum of 5 active lead and standards of all Insurance regulations and professional guidelines and ethics - Maintain appropriate and knowledge in order to provide specialist, professional advice in all relevant business areas - Maintain Maintain the required dress code and professional appearance Competencies required. - Technical Retail Acumen for Representatives (RE5) - 12 CPD (continuous professional development) points - Minimum of 3 years' experience