Wealth Advisor Assistant Paarl
Well-established Financial Services Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative qualification
At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial Services
Requirement:
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth
candidate to fill a position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern Cape.
Achieve and / or exceed budgeted individual sales and contribution targets; Provide and deliver exceptional customer service/experiences consistently; Identify customer needs / requirements and advise accordingly; Provide professional and sound product and application expertise to customers; Assist
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements
candidate to fill a position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern Cape.
Answering telephone Stand in for the Service Advisor to assist with administration Requirements: Min matric
feedback on any instructions to Advisors and Advisor Assistants