Personal Assistant (PA) - Potchefstroom
A wealth management company in Potchefstroom, who specialize in Lifestyle Financial Planning and Investment Services, is looking for a Personal Assistant to join their team.
Experience:
- Investment and Long Term Insurance
- Unit Trust Investment and Retirement Industry
- Retirement Industry
- Relevant long term insurance products
Duties include, but not limited to:
All new business administration pertaining to investment, pension funds, life insurance. Includes quotes, transfers and all correspondence with clients. Assistant to all Advisors.
Starting date: 1 January 2024 Apply Here