Wealth Management Assistant

6 days ago


Nelspruit, Mpumalanga, South Africa Danté Personnel Recruitment Full time
Key Responsibilities
  • Support Managers with timely completion of administrative tasks, ensuring seamless day-to-day operations.
  • Effectively manage prospect leads, maintain client information on CRM and SharePoint, and track new business transactions.
  • Provide exceptional customer service by addressing client inquiries and responding to emails in a professional manner.
Requirements
  • Matric certificate and relevant qualifications in a related field (preferred).
  • RE exam qualifications considered a plus.
  • At least 3 years' experience in a similar position, with proficiency in MS Office and MS Teams.


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