Financial Advisor Assistant Gqeberha / Port Elizabeth - South Africa
Staff Solutions
Reference: PE005911-KB-1 Our client in the Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth. Requirement: Matric. Must have previous working experience in the finance / banking industry. Computer skills: Excel , Word and MS Office Duties: 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 Monthly
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