to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
with flexibility offered by the Company. To assist the director and financial advisors with the investment enhance client and team relationships. Support the director with various ad-hoc requests in conjunction with investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client accounts, obtain investment statements and tax information as required. Validate all types of instructions submissions as well as sending these documents to and information to clients. Monitor business submissions for
with flexibility offered by the Company. To assist the director and financial advisors with the investment enhance client and team relationships. Support the director with various ad-hoc requests in conjunction with investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client accounts, obtain investment statements and tax information as required. Validate all types of instructions submissions as well as sending these documents to and information to clients. Monitor business submissions for
Specifically, support better management reporting, information flow and management, business process and organizational Acting as a liaison to senior management and directors to keep them up to date with shop floor matters fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY. Applicant Responsibility:
register for all staff Maintaining reception area Assist visitors and clients Proforma invoices General RareCruit (Pty) Ltd to retain your personal information on our database for future employment opportunities that the information you have provided is true, correct and up to date. For more information please do
register for all staff Maintaining reception area Assist visitors and clients Proforma invoices General RareCruit (Pty) Ltd to retain your personal information on our database for future employment opportunities that the information you have provided is true, correct and up to date. For more information please do
clients and multinational corporations.
online, or any other platform. The Salesman will assist the customer in understanding the Companies products your CV and other personal information, you are consenting to the information being used for the specific (should you be successful). Please note that your information will be processed for recruitment purposes only and privacy legislation. We confirm that such information will not be used for any other purpose without and other information provided for a period of 3 months. If you object to your information being used
online, or any other platform. The Salesman will assist the customer in understanding the Companies products your CV and other personal information, you are consenting to the information being used for the specific (should you be successful). Please note that your information will be processed for recruitment purposes only and privacy legislation. We confirm that such information will not be used for any other purpose without and other information provided for a period of 3 months. If you object to your information being used