The main purpose of the role is to effectively assist and support the Wealth Advisor in the fulfilment & 37 transfers, withdrawals and redemptions • Assist with general office functions as required SKILLS/PERSONAL skills • Detail orientated • High levels of accountability and trust • Sense of urgency - prompt issue
looking for a dynamic Internal sales and admin Clerk to assist in understanding the customers needs, identifying capturing - Dealing with customer queries. - Assisting walk in clients. - Routing of local deliveries
Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is to assist and support & 37 transfers, withdrawals and redemptions Assist with general office functions as required Matric
looking for a dynamic Internal sales and admin Clerk to assist in understanding the customers needs, identifying capturing - Dealing with customer queries. - Assisting walk in clients. - Routing of local deliveries
contatctble refrences Must be able to manage staff, admin, workshop and Service advisors Deal with clients
under pressure Manage tasks and projects General admin duties
under pressure Manage tasks and projects General admin duties
The main purpose of the role is to effectively assist and support the Wealth Advisor in the fulfilment & 37 transfers, withdrawals and redemptions • Assist with general office functions as required SKILLS/PERSONAL skills • Detail orientated • High levels of accountability and trust • Sense of urgency - prompt issue
tenant, and virtual companies, take messages and assist with query handling where possible. Manage all documents as prescribed in the process manual. Assisting the BM and OA with overseeing and interacting to ensure effective delivery to the Prosperator. Assist with events or meetings from time to time. Be able from attendees. Assisting the OA with scheduling of meetings as and when required. Assisting the OA and BM by Head Office from time to time. Pro-actively assisting the OA and BM drive the achievement of entrepreneur
tenant, and virtual companies, take messages and assist with query handling where possible. Manage all documents as prescribed in the process manual. Assisting the BM and OA with overseeing and interacting to ensure effective delivery to the Prosperator. Assist with events or meetings from time to time. Be able from attendees. Assisting the OA with scheduling of meetings as and when required. Assisting the OA and BM by Head Office from time to time. Pro-actively assisting the OA and BM drive the achievement of entrepreneur