Wealth Advisor Assistant Paarl
Well-established Financial Services seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with qualification
At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial
make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers change and take on more technical responsibilities and grow in the world of wealth management. What you'll years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers change and take on more technical responsibilities and grow in the world of wealth management. What you'll years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
JOB DESCRIPTION | WEALTH ASSISTANT CAPE TOWN
Job summary
One of our esteemed clients
the position of Wealth Assistant. The main objective of this role is to assist the Wealth Planners with
include, but are not limited to:
1. Support to Wealth Planner
o Time Management - Turnaround time
static information)
o Schedule meetings with Wealth Planner, receiving of clients and ensure that meeting
Wealth Assistant - Eastern Cape
Innovative Bank seeks diligent individual for for their Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration Responsibilities
of an experienced Assistant / Financial Services Administrator to assist a Wealth and Portfolio Manager
you're keen to make a change and take on more technical responsibilities as you settle in your new role You'll be joining an independent Wealth Manager who is part of a large wealth management organisation. He enjoy doing admin but also be eager to learn the technical aspects of financial planning. To qualify for
Introduction Wealth business within Innovative bank Description Wealth Assistant - Eastern Cape Innovative diligent individual for their Wealth business. Key role to support Wealth / Financial Advisors. Provide area). Main Responsibilities Provide support to Wealth Advisors for acquisition, retention and maintenance
finance related field such as a BCom, BusSc
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