Financial Advisor Assistant. - Port Elizabeth
Requirement:
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- Matric.
- Must have previous working experience in the finance / banking industry.
- Computer skills: Excel , Word and MS Office
- Liaising with clients
- Data Capturing
- Processing of new business (Life products; local & offshore investments) Queries, i.e., static changes; unpaid premiums; general policy enquiries, etc.
- Request & prepare quotations
- Preparing meeting files, FICA, Applications, etc.
- Switches
- Redemptions
- Monitor income review options
- Monitor maturities
- Dictation/Transcription typing
- Dealing with trading and issuing of offshore investments.
- Dealing with the opening of Forex trading bank accounts
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