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Financial Advisor Assistant.

Employer
staffsols
Location
South Africa Gqeberha / Port Elizabeth, Eastern Cape ZA, South Africa
Salary
Competitive
Closing date
Jun 4, 2024

View more

Job Role
Accounts Assistant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Our client in the Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth. Requirement:
  • Matric.
  • Must have previous working experience in the finance / banking industry.
  • Computer skills: Excel , Word and MS Office
Duties:
  • Liaising with clients
  • Data Capturing
  • Processing of new business (Life products; local & offshore investments) Queries, i.e., static changes; unpaid premiums; general policy enquiries, etc.
  • Request & prepare quotations
  • Preparing meeting files, FICA, Applications, etc.
  • Switches
  • Redemptions
  • Monitor income review options
  • Monitor maturities
  • Dictation/Transcription typing
  • Dealing with trading and issuing of offshore investments.
  • Dealing with the opening of Forex trading bank accounts

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