assist and support the Wealth Advisor in fulfilling general sales and administrative support activities client liaison and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance of client relationships Provide support in inter-departmental relationships Coordinate withdrawals and redemptions Assist with general office functions as required Matric with a minimum of knowledge and experience with a variety of common office software (PowerPoint, Excel, Word) Strong research
assist and support the Wealth Advisor in fulfilling general sales and administrative support activities client liaison and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance of client relationships Provide support in inter-departmental relationships Coordinate withdrawals and redemptions Assist with general office functions as required Matric with a minimum of knowledge and experience with a variety of common office software (PowerPoint, Excel, Word) Strong research