Assistant Financial Advisor Introduction One of our clients is a Boutique Risk and Asset Management firm
skills Reliable and punctual Responsibilities: Assist with basic accounting tasks such as data entry preparing financial reports, statements, and budgets Assist in reconciling bank statements and maintaining ensure timely and accurate completion of tasks Assist with ad-hoc projects and tasks as assigned by the
physical handling of stock, inventory control and assisting with the application of proper storekeeping management or monthly) Experience in a warehouse operator/assistant position (will be advantageous) Skills and Knowledge
physical handling of stock, inventory control and assisting with the application of proper storekeeping management or monthly) Experience in a warehouse operator/assistant position (will be advantageous) Skills and Knowledge
Coordination (75%) · Assist with ATRs and update relevant tracking sheets. · Assist with SimplifyHR to
Coordination (75%) · Assist with ATRs and update relevant tracking sheets. · Assist with SimplifyHR to
telephonically and by email (relating to claim progress) Assist brokers with general and claims related queries the allocation of claim reserves / outstandings. Assist with administrative functions and projects on the
telephonically and by email (relating to claim progress) Assist brokers with general and claims related queries the allocation of claim reserves / outstandings. Assist with administrative functions and projects on the
drilldowns and dashboards. • Obtain internal assistance on data structures, views, stored procedures fault finding according to client deadlines. • Assist with data reconciliations. • Obtain client acceptance
customer satisfaction and ensure customers are assisted remotely via video calls, voice calls, emails Experts ensure that prospective customer callers are assisted with the information they require/desire and process Customer Support 30% • Answer any inbound calls and assist as far as possible. • Maintain a high first contact assigned CRM tasks for support calls customers. • Assist with outbound calling tasks as and when required/requested