Broker Assistant jobs

Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Ad...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Ad...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Senior Assistant to Financial Advisor (POS24137)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirementsMatricPrevious experience in a similar roleTertiary qualification will be an advantageDutiesCapturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on applications (also checking that applications ...

Senior Assistant to Financial Advisor(POS24137)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirementsMatricPrevious experience in a similar roleTertiary qualification will be an advantageDutiesCapturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on applications (also checking that applications a...

Description: Marine Assistant Broker Cape Town, South Africa The Marsh Marine Team in the Western Cape is looking for a Marine Assistant Broker.The successful applicant will work within a dedicated team to provide a broad range of services in relation to an existing portfolio of local clients.You will initially be responsible for providing support to other members of the Team as may be required. ...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Job Title: PA / Administrator to General ManagerJob Summary:The secretary will be responsible for providing efficient and effective administrative support to the Senior Financial Advisor, ensuring smooth operations and contributing to the overall success of the department. The Secretary/Personal Assistant will perform a variety of tasks, including managing calendars, coordinating meetings, mainta...

These jobs were popular with other job seekersFood Commodities company in Sandton is looking for an Assistant Financial Manager. It is expected that the successful candidate will be responsible for the maintenance, integrity and accuracy of all accounting records and will assist in the preparation of all financial reporting packs required and consolidation of accounts for various entities within ...

We are recruiting for a Senior Broker Admin Assistant for our client within the Financial Services Industry based in Waterfall, Midrand. Candidates must live close by. Roles & Responsibilities Your role as a Personal Assistant is broken up into the following areas: The role of Diary Management New Business Servicing CRM (Customer Relationship Management) Managing the Vitality process of your Brok...

We are recruiting for a Senior Broker Admin Assistant for our client within the Financial Services Industry based in Waterfall, Midrand. Candidates must live close by. Roles & Responsibilities Your role as a Personal Assistant is broken up into the following areas: The role of Diary Management New Business Servicing CRM (Customer Relationship Management) Managing the Vitality process of your Brok...

IntroductionA vacancy for a Junior Logistics Broker in Pretoria.Duties & ResponsibilitiesEnsuring all new and old applications are submitted with correct FICA documentation as per company policy.All new clients are Credit Guarantee Insurance Cover approved with an approved limit before submission for registration on Logistics Information System as per company policy.Ensuring that all Credit Guara...

IntroductionA vacancy for a Junior Logistics Broker in Pretoria.Duties & ResponsibilitiesEnsuring all new and old applications are submitted with correct FICA documentation as per company policy.All new clients are Credit Guarantee Insurance Cover approved with an approved limit before submission for registration on Logistics Information System as per company policy.Ensuring that all Credit Guara...

Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that applications are completed correctly), servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business and/or client servicing; Checking that the Record of Ad...

Training Lead - Brackenfell, South Africa - Datonomy Solutions Found in:Executive Placements ZA C2-4 days ago DescriptionContract Duration: January November 2024Requirements:Must have designed a system roll outSystems training experienceGood understanding of eLearning Projects Datonomy Solutions Cape Town, South Africa Role: Training Lead - Systems roll-outContract Duration: January November 2024...

To find out more, click Apply or head on over to Crayon to review the full spec and apply How you'll roleAs a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with a...

Broker Assistant/ Paraplanner

Our Client, are a Short Term Insurance Broker Group based in Durban, Accountable for overseeing the overall finance function for the Group which responsibilities include, but is not limited to: Oversight and management of the accounts team (7 individuals) which consists of 1 Financial Manager, 3 Accountants, a Bookkeeper and 2 Assistants. Oversee the timeous and accurate preparation of Monthly an...

Our Client, are a Short Term Insurance Broker Group based in Durban, Accountable for overseeing the overall finance function for the Group which responsibilities include, but is not limited to: Oversight and management of the accounts team (7 individuals) which consists of 1 Financial Manager, 3 Accountants, a Bookkeeper and 2 Assistants. Oversee the timeous and accurate preparation of Monthly an...

Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties: Assisting Financial Planners in all their administrative tasks Research product information Prepare financial planning and investment proposals Handle and so...