Financial Advisor Assistant


My client is looking for an experienced Insurance Advisor Assistant with minimum 3 years experience in LIFE and INVESTMENT protfoliosAssisting with repurchases, income amendments, tax certificates and other client queriesSending monthly statements to clientsPreparing files for Advisor appointmentsKeeping up to date with change in the investment market and clients' industriesAttending networking events as required. No other benefitsRequirementsMUST HAVE MINIMUM 3 YEARS EXPERIENCE WITHIN THE INVESTMENT / LIFE INSURANCE SECTORAge 25 40 female - Reliable vehicle, valid drivers license, matricMUST HAVE MINIMUM 3 YEARS EXPERIENCE WITHIN THE INVESTMENT / LIFE INSURANCE SECTORR10 - R15 per monthMUST HAVE MINIMUM 3 YEARS EXPERIENCE WITHIN THE INVESTMENT / LIFE INSURANCE SECTOR
Posted
05/05/2022
Location
Johannesburg, GT, ZA