Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is to assist and support consultants Astute downloads Compile research, request quotes and fact sheets Manage client servicing requests Prepare & 37 transfers, withdrawals and redemptions Assist with general office functions as required Matric of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and
Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is to assist and support consultants Astute downloads Compile research, request quotes and fact sheets Manage client servicing requests Prepare & 37 transfers, withdrawals and redemptions Assist with general office functions as required Matric of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and