Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth. Requirement: industry. Computer skills: Excel , Word and MS Office Duties: Liaising with clients Data Capturing Processing
Swopping out of customer loads whenever required. Assisting with approvals or POR's. All other tasks and related advantageous. Proficient in the use of the Microsoft Office Suite. Intermediate to advanced Excel skills. Related organizational skills. Results orientated. Customer liaison. Ability to work in a highly pressurized and fast-paced
Duties: Customer Service Coordination Direct liaison between the sales force, customers, and company related receipt documents. Assist with Stock control and stock forecasting. Assist with month-end Stock counts Company requirements. Assist with reporting and managing Product Non-Conformances Assist with quality and requirements in accordance with Company needs. Assist with various administrative tasks regarding product store has the required COA and or MSDS sheets. Assist with arranging of tests on various products. Manage
spreadsheet weekly Filing / sorting of paperwork Guest liaisons / hosting / check in's & check out's Updating general admin Some PA admin duties for the GM Assisting with reservations when needed Other: Pastel knowledge
spreadsheet weekly Filing / sorting of paperwork Guest liaisons / hosting / check in's & check out's Updating general admin Some PA admin duties for the GM Assisting with reservations when needed Other: Pastel knowledge
Attend appointment with broker to offer products, assist with queries and give specialist insights and advice the policy once documentation has been submitted Liaison between the client and provide Monthly billing:
Attend appointment with broker to offer products, assist with queries and give specialist insights and advice the policy once documentation has been submitted Liaison between the client and provide Monthly billing:
improve technical skills within various departments. Liaison with customers (internal/ external/ local and international) records are maintained. Initiate, implement and assist with continuous improvement by supporting the Kaizen (Written/Verbal) at various levels. Proficiency in MS Office (Excel, PowerPoint and Word). Advanced technical
accordance with required quality control standard; office policies and management guidelines, and within papers and relevant reports for Directors review Assist in preparation of client proposals Must have experience experience Pastel knowledge/ experience Microsoft Office experience Valid South African driver's license
accordance with required quality control standard; office policies and management guidelines, and within papers and relevant reports for Directors review Assist in preparation of client proposals Must have experience experience Pastel knowledge/ experience Microsoft Office experience Valid South African driver's license