Skip to main content

This job has expired

Financial Advisor Assistant.

Employer
Staff Solutions
Location
Port Elizabeth Port Elizabeth Nelson Mandela Bay, South Africa
Salary
Competitive
Closing date
Jun 4, 2024

View more

Job Role
Accounts Assistant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Reference: PE005911-KB-1Our 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

Monthly

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert