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...
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...
We're seeking an energetic and detail-oriented Operations Manager to join our team! You'll be responsible for optimizing company processes, ensuring smooth operations, and keeping us on track for success. This role requires excellent communication and interpersonal skills, as you'll collaborate closely with both company management and our subsidiaries. Project management expertise and a strong as...
We're seeking an energetic and detail-oriented Operations Manager to join our team! You'll be responsible for optimizing company processes, ensuring smooth operations, and keeping us on track for success. This role requires excellent communication and interpersonal skills, as you'll collaborate closely with both company management and our subsidiaries. Project management expertise and a strong as...
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