Wealth Advisor Assistant Paarl
Well-established Financial Services client seeks seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven experience in Wealth Advisor Assistant or Office Administration or Financial Services Administration in in a Financial Service environment
Excellent computer skills: MS Office, Advanced Excel, Elite Client
Compliance Department for authorisation. Assisting the Service Centre department with the opening of order tasks Provide assistance and support to the Customer Service Department. Perform all other duties as required experience in an Accounting, Internal Sales, Customer Service related environment Sound Knowledge of Microsoft technical learning ability. Desirable: Technical aviation industry experience R34k pm
Intern: Marketing Services . This position is based at Electronic Laboratory Services Pty Ltd in Richmond the Marketing Services support meetings in order to drive and support all Marketing Services Department as required Assists in all areas of Marketing Services as and when required Performs Receptionist and
Compliance Department for authorisation. Assisting the Service Centre department with the opening of order tasks Provide assistance and support to the Customer Service Department. Perform all other duties as required experience in an Accounting, Internal Sales, Customer Service related environment Sound Knowledge of Microsoft technical learning ability. Desirable: Technical aviation industry experience R34k pm
sales service Key Tasks: Query resolution Customer support Customer PODs Render after-sales service Provide
The Financial Advisor will be responsible to provide underwriting and sales assistance to the Broker and maintain good working relationships Maintain Service Level agreement deadlines Manage policy renewals
The Financial Advisor will be responsible to provide underwriting and sales assistance to the Broker and maintain good working relationships Maintain Service Level agreement deadlines Manage policy renewals
Well-established Financial Services client seeks a Personal Assistant to Financial comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven Administration or Financial Services Administration in a Financial Service environment
Excellent
Key Duties:
Provide support services to Financial Planner
General administration
Financial Planner Paarl Well-established Financial Services client seeks a Personal Assistant to Financial comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven Administration or Financial Services Administration in a Financial Service environment Excellent computer to use initiative Key Duties: Provide support services to Financial Planner General administration /
Financial Planner Paarl Well-established Financial Services client seeks a Personal Assistant to Financial comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven Administration or Financial Services Administration in a Financial Service environment Excellent computer to use initiative Key Duties: Provide support services to Financial Planner General administration /