required credits 23 years of proven experience as a Broker Consultant within the short-term insurance sector Valid drivers license... acquisition while ensuring the retention and growth of existing broker portfolios. Provide comprehensive support to brokers...
Administrative Assistant to Financial Adviser/Planner We are seeking a highly organized and experienced... Administrative Assistant to support a team of Financial Advisers/Planners. The successful candidate will be responsible for a set...
Position Title: Operational Assistant Private Client Securities Location: Claremont, Cape Town, South Africa Work... preferences for broker notes and statements Record any trading restrictions (e.g. for directors, employees) at the portfolio...
industry is preferred Prior experience within a Broker or Advisor Services environment is preferred Insurance product...
up - Ensure the clients communication preferences regarding broker notes and statements are set up correctly. - Ensure...
, check the accuracy of the commission statements received from the Broker Commissions department. Verify that all the... Interns) e.g., systems training, product training and operational training. Provide coaching and mentoring to assistant...