Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is to assist and support Wealth Advisor in fulfilling general sales and administrative support activities, client liaison and engagement inter-departmental relationships Coordinate the sales and administrative activities between the different product providers & 37 transfers, withdrawals and redemptions Assist with general office functions as required Matric 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 capturing - Dealing with customer queries. - Assisting walk in clients. - Routing of local deliveries QUALIFICATIONS Matric EXPERIENCE: Minimum of 1 year administrative and sales experience Any other work-related Teams) 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 capturing - Dealing with customer queries. - Assisting walk in clients. - Routing of local deliveries QUALIFICATIONS Matric EXPERIENCE: Minimum of 1 year administrative and sales experience Any other work-related Teams) Excellent communication skills Strong Administration skills Must be confident to phone clients.
Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is to assist and support Wealth Advisor in fulfilling general sales and administrative support activities, client liaison and engagement inter-departmental relationships Coordinate the sales and administrative activities between the different product providers & 37 transfers, withdrawals and redemptions Assist with general office functions as required Matric environment In depth knowledge of Financial Planning administration, Risk and Investment products, processes and
etc. in collaboration with internal sales team • Assist where necessary with branch activities i.e., stock the Port Elizabeth area as well as surroundings 5 7 years' experience in external sales in flexible plastics
etc. in collaboration with internal sales team • Assist where necessary with branch activities i.e., stock the Port Elizabeth area as well as surroundings 5 7 years' experience in external sales in flexible plastics
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 and received in good order Manage the branch administration, sales and warehouse personnel and maintain ADVANTAGE Minimum of 5 years branch management/assistant experience is an ADVANTAGE Practical knowledge
division to assist with qualified lead generation and appointments as well as an administrative support team
documents Assist with inbound shipment enquiries and quotations General office administration tasks, when
documents Assist with inbound shipment enquiries and quotations General office administration tasks, when