Financial Management Entry Level Jobs Jobs in Braamfontein, Eastern Cape
Permanent
- Last 7 days (1)
Senior Investment Administrator Braamfontein
Morebo Wealth Ltd
Braamfontein
and the Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging quotes and applications – hand documents to Service Manager to include in production report. Capture policy reports to Para Planner and Executive Financial Advisor. Manage cases that are ready for acceptance in verbal communication skills in English. Solid financial and business acumen. Basic conflict resolution process driven. Basic problem solving at a logic level. Ability to make decisions within the job parameters
share this job on whatsappSenior Practice Administrator Market Related
Morebo Wealth LtdBraamfontein
and the Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging quotes and applications – hand documents to Service Manager to include in production report. Capture policy reports to Para Planner and Executive Financial Advisor. Manage cases that are ready for acceptance in verbal communication skills in English. Solid financial and business acumen. Basic conflict resolution process driven. Basic problem solving at a logic level. Ability to make decisions within the job parameters
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