Assistant To Financial Adviser

Job Description

We are Looking for someone who is great at customer service and can provide the best service and support to consolidate a satisfied and loyal customer relationship. The person should be reliable, get things done on time and be organized.Candidate Duties/ Responsibilities:Client/Prospect portfolio preparation and analysisAssisting clients with Vitality and Vitality DriveProactively manage client queriesPrepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers,Scheduling client meetingsKeep up to date with latest product and benefitsManage compliance systemGeneral office duties but not limited to filing, scanning, printing, etc.Accurate and thoroughLogical thinkingProblem solvingAttention to detailHighly organized

Responsibilities + Skills

Education

Administrative skillsData capturingTelephone customer serviceAccuracyComputer Literacy (Microsoft office - outlook, work, excel, internet)

Experience

Job Summary

  • Published on: Wednesday, 6th January 2021
  • Designation: Assistant to Financial Adviser
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: 0
  • Gender:
  • Application Deadline: Wednesday, 6th January 2021

About the Company

  • Company Name: Mutholi Staffing.
  • Address:
  • Website: Mutholi Staffing
  • Company Profile:
  • Managing the sale of the company's products on the export market and actively promoting the company's image as a major international supplier in the specialty chemicals and plastics additives marketsResponding to overseas enquiries relating to the company's productsProviding and negotiating quotes in conjunction with the Sales logistics manager, according to marginal figures, lead price fluctuations and exchange rate fluctuations

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