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