Financial Advisor Assistant

A position has become available for a short term insurance consultant at Trulogic Financial Services, an independent FSP in Somerset West. This role includes providing private and commercial lines with a personalised service, innovative solutions and competent advice. The main duty for a successful applicant will be to maintain the book of business and...

**Reference**: 7872 NB **Consultant**:Nine Broodryk - Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients. - COMMUNICATION and CLIENT INTIMACY - Follow up on various instructions with internal and external stakeholders Phone client to request documents and schedule...

Overview My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors. Responsibilities Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; Assisting the financial advisor in his job servicing...

Opportunity Awaits! Are you a numbers enthusiast with a hunger for success? Do you dream of a career in the world of finance? Look no further! Our client based in the outskirts of Somerset West, has an opportunity for a junior Financial Assistant to kick start your journey toward a Bachelor of Commerce degree! financial assistant - Passion for numbers and...

Join Momentum as a Financial Adviser – Empower Your Clients and Your FutureAt Momentum, being a financial adviser is about more than just offering advice—it's about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, you'll help clients create personalized strategies that...

Our client, an established company within the financial sector is seeking to hire a junior admin assistant to join their team. This is an excellent opportunity for an individual to grow their career within a reputable organisation. Formal Education National Senior Certificate (Grade 12 / Matric) Experience Tele etiquette Strong background in customer-facing...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also...

accounts|assistant to financial manager|cashbook|junior bookkeeper Duties including but not limited to: - Capturing of bank statements, bond accounts, interest schedules - Capturing supplier and customer invoices - General bookkeeping - Reconciliation of bank accounts, statements and invoices - Reconciliation of debtors and creditors - General...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors. administrator|financial services|secretary Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients and...