Wealth Adviser Assistant

**Designation**: Wealth Adviser Assistant | Durbanville, Western Cape **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 15 May 2023 **Reference Number**: PSG-DW-VAC0166 **Closing date**: 29 May...

**VACANCY | WEALTH ADVISER ASSISTANT | DURBANVILLE, WESTERN CAPE | PERMANENT** PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we...

Insure Adviser Assistant (Durbanville based)Job description:To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business.Responsibilities: Liaising with clients Preparing quotations for new and existing clients Issuing new policies, renewals and endorsements Building and maintaining good working...

VACANCY | WEALTH ADVISER ASSISTANT | DURBANVILLE, WESTERN CAPE | PERMANENTPSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage...

Company industry: Financial Services Job location: Durbanville Career level: Junior Employment status: Full Time Qualification: Degree /NQF 4 in Short Term Insurance Years of experience: 1-2 years PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an...

**Designation**: Insure Adviser Assistant (ADP) | Durbanville, Western Cape **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 21 Feb 2024 **Reference...

**Job description**: To provide underwriting assistance to the Adviser and manage the claims process from start to finish. **Responsibilities**: - Liaising with and providing feedback to clients - Handling client queries - Claims Management - the daily claims process from capturing received claims to processing and closing claims - Building and maintaining...

This role is to assist the Wealth Planners with any administration duties, with the primary focus on investments and retirement funds. **Responsibilities** - All round support to Wealth Planners - Calendar management - First line of query management and support - Submit new business forms - Debit orders follow-up - Claims process and follow-up - Ensure that...

Job description:To provide underwriting assistance to the Adviser and manage the claims process from start to finish.Responsibilities: Liaising with and providing feedback to clients Handling client queries Claims Management the daily claims process from capturing received claims to processing and closing claims Building and maintaining good working...

This role is to assist the Wealth Planners with any administration duties, with the primary focus on investments and retirement funds.Responsibilities All round support to Wealth Planners Calendar management First line of query management and support Submit new business forms Debit orders followup Claims process and followup Ensure that all final / signed...

**Wellness Assistant** **Location: Stores - Durbanville, Western Cape** **Department: Retail - Operations** **Reporting Line**:Store Leader** **Job Purpose**: - To deliver exceptional customer experiences in a specialised health environment. **AREAS OF RESPONSIBILITY**: Customer Experience - Be professional - Approach all customers, greet, smile and...

**Employee Name** **Identity Number** **Employer Company Name** Bespoke Executor Services (BEXs) **Job title** Fiduciary Administration Clerk **Position type** Permanent **Direct Reporting Line** Elna van der Walt **Dotted Reporting line** Tony Rolo & Sean Beagley **Training** On the Job Training and where necessary external training as determined...

**You will be responsible for**: - Liaising and written correspondence with staff, HR's, Doctors and Product Providers - Attending meetings with senior management - Managing asset registers - Updating Workpool Filling - Assist with website updates and development - Secretary duties such as taking minutes, compile and distribute - Dealing with...

Wellness AssistantLocation: Stores - Durbanville, Western CapeDepartment: Retail - OperationsReporting Line:Store Leader**Job Purpose: To deliver exceptional customer experiences in a specialised health environment.AREAS OF RESPONSIBILITY:Customer Experience Be professional Approach all customers, greet, smile and offer assistance Identify customer needs in...

Published November 27, 202 Location Cape Town, Durbanville, South Africa Category Business Job Type Parttime Salary Type Monthly Salary Salary R13,500 per monthDescription:Job Title: Administrative Assistant (Half-Day Position)Salary: R13,500 per monthLocation: DurbanvilleJob Description:We are currently seeking a dynamic and organized Administrative...

Published - November 27, 2023 - Location - Cape Town, Durbanville, South Africa - Category - Business - Job Type - Part-time - Salary Type - Monthly Salary - Salary - R13,500 per month **Description**: Job Title: Administrative Assistant (Half-Day Position) **Salary**: R13,500 per month Location: Durbanville **Job Description**: We are currently seeking...

Our client in the **Financial and** **Insurance Industry** is currently recruiting for a _**Short-Term Administrator**_ to support the smooth running of offices by carrying out clerical tasks and projects. **Role and Responsibilities** - Provide assistance to brokers in obtaining the quotes they require - Ensure quotes are accurate and agree with client...

You will be responsible for: Liaising and written correspondence with staff, HR's, Doctors and Product Providers Attending meetings with senior management Managing asset registers Updating Workpool Filling Assist with website updates and development Secretary duties such as taking minutes, compile and distribute Dealing with correspondence, complaints and...

**Role and Responsibilities** - Assist brokers in obtaining quotes when necessary - Assure that quotations are accurate, that client information provided by the broker and/or client is accurate, and that the client information is loaded into the necessary systems - Ensure that feedback is provided to all parties. (i.e., client and brokers are informed of the...

**Purpose of the Role** **The purpose of this job is to assist customers by helping them choose a product that is best suitable for whatever need the customer has, in such a manner that the assistance of the Sales person is appreciated by the customer when he/she purchases any product. This will includethe ability to provide good customer service in such a...