- Cape Winelands Remote
- Salary: Market Related
- Job Type: Permanent
- Sectors: Admin Investment Finance
- Reference: MB10171B
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
- medical aids
- tax
- investments
- life products
Hot Job
84 people have applied for this job. 1052 people have viewed this job.
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