... with/remind the Wealth Manager/Advisor Handling of retirement claims, mainly ... consultation with the Wealth Manager/Advisor Make payments on behalf of ... in consultation with Wealth Manager/Advisor General Administration: Ensure that client ...
4 days ago
... ability to leverage financial and transaction data to make strategic product ...
15 days ago
... : This position is for a financial advisor managing an existing portfolio for ...
16 days ago
... accurate records of all service transactions and customer interactions. Ensure Accurate ...
20 days ago
... needed to support the Senior Certified Financial Advisor and Director of the ... skills. RESPONSIBILITIES- Manage the financial advisor's diary, scheduling appointments and meetings ...
28 days ago
... invoices, ensuring accurate and compliant transactions. Attend weekly service meetings and ... performance results. Key Skills & Requirements: Senior Certificate (Grade 12) with Maths ...
7 days ago