Description:
Executive Financial Adviser Assistant I am seeking a highly motivated and detail-oriented Executive Financial Adviser Assistant to join our team in Umhlanga. As a key support role to our financial advisor, you'll play a vital part in delivering exceptional client service and ensuring seamless operations. Key Responsibilities: - Provide administrative support to financial advisors - Manage client relationships and ensure excellent client service - Handle client queries, documentation, and transactions efficiently - Maintain accurate records and ensure compliance with financial services legislation - Collaborate with internal teams and support departments Requirements: - Minimum 2 year Experience and knowledge in the financial services industry - Ability to deal with affluent and high-net-worth clients - Excellent written and oral communication skills - Proactive with attention to detail and ability to work under pressure - Strong client service skills and highly motivated - Proficient in Microsoft Office - Fast learner with ability to adapt quickly What We Offer: - Opportunity to work with in a dynamic team - Competitive package - Professional development opportunities If you're a dedicated and results-driven individual with a passion for delivering exceptional client service, we'd love to hear from you! Preseelan82@gmail.com
20 May 2025;
from:
gumtree.co.za