- Cape Winelands Remote
- Salary: Market Related
- Job Type: Permanent
- Sectors: Admin Investment Finance
- Reference: MB10170
Vacancy Details
Employer: Exceed Human Resource Consultants
- Preparing and maintaining client files and application forms
- Implementing recommendations
- Preparing annual reviews
- Entering data into internal digital systems
- Onboarding new clients
- Liaising with clients
- General queries
- general administration
Candidate Requirements
- Meticulous
- Organised
- Neat, well spoken
- Knowlegde of:
- investments
- financial planning
- risk management
- tax
- investments
- life products
Hot Job
137 people have applied for this job. 2158 people have viewed this job.
More Jobs at Exceed Human Resource Consultants
Administrative Recruiter
- Stellenbosch
- Job Type: Permanent
- Posted 11 Apr 2025 | 59 Days left
Logistics Coordinator
- Bellville
- Job Type: Permanent
- Posted 10 Apr 2025 | 58 Days left
Outbound Sales Agent
- Claremont
- Job Type: Permanent
- Posted 10 Apr 2025 | 58 Days left
Junior Production Manager (Agriculture)
- Grabouw
- Job Type: Permanent
- Posted 10 Apr 2025 | 58 Days left
