Strategic Portfolio Assistant

1 month ago


Durban, KwaZulu-Natal, South Africa Rory Mackie & Associates Full time
Key Responsibilities:

Your role will involve supporting the Wealth Manager in operational and administrative tasks. This includes managing administrative processes, client onboarding, account opening, and maintaining internal stakeholder relationships.

Requirements:

  • Relevant tertiary qualification in the financial services industry
  • 3+ years of experience in the financial services industry
  • Strong communication and time management skills


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