Office Assistant
Hermanus, Western Cape, South Africa
Job Description
Job Details
Office Assistant
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
Beware of fraud agents! do not pay money to get a job
MNCJobs.co.za will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Job Detail
-
Job IdJD1443869
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationHermanus, Western Cape, South Africa
-
EducationNot mentioned