Client in the Financial Sector is currently seeking a suitably qualified candidate to fill a position 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 request quotes and fact sheets Manage client servicing requests Prepare meeting packs Capture policy
Client in the Financial Sector is currently seeking a suitably qualified candidate to fill a position 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 request quotes and fact sheets Manage client servicing requests Prepare meeting packs Capture policy