Vacancy In Hermanus

Vacancy In Hermanus

Office Assistant

Hermanus WC

Gr 12 completed

+2-5 Years experience in Financial Services industry

Qualifications related to below a bonus

Candidate with Background in Risk Management, Estate planning, Investments, Insurance, Medical/healthcare solutions required  Duties include

•  Managing client documentation:

•   Preparing for client meetings:

•   Liaising with clients:

•   Providing client valuations:

•   Processing invoices: Managing vendor invoices, ensuring timely payments, and reconciling accounts. Managing financial records. Preparing financial reports.

•   Liaising with third-party providers: Ensuring compliance:

•   Managing administrative tasks: Setting up commissions and fees:

•   Tracking business applications and pipeline: Providing support to financial planners

Contact us directly to apply.