Advisor Assistant jobs

Category: Financial services Location: Lichtenburg Salary: R120 000 - R180 000 Our client, a reputable firm in Lichtenburg, is urgently seeking a skilled Advisor Assistant. We are looking for someone efficient, bilingual, and experienced in the Short Term industry. If you have a background in Short Term Insurance or Underwriting and are looking for a new challenge, we want to hear from you. Key...

Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans....

Overview Hire Resolve’s client is looking for a Financial Advisor Assistant in Pretoria. As part of our client’s dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships. Responsibilities: Assist Financial Advisors in preparing and reviewing financial plans Create and maintain comprehensive client records and...

Insurance Client, with a large product portfolio is looking for a capable Advisor Assistant Minimum requirements: - Matric is a minimum requirement - RE5 or para-planning qualifications would be advantageous - Proven track-record of 2-5 years in a similar role - Experience in reviews, risk assessment, overseeing client portfolios and documentation Consultant: Gabi Le Cordier - Dante Personnel...

FICA & FAIS/ Compliance checks, Compliance administration Assisting the Financial advisor with maintaining the existing client base Attend to existing business queries General administration What you'll need: Matric Industry related qualification/certifications, i.e. Wealth Management course (advantageous) Computer literacy (Microsoft office-word, excel, Internet) Experience in the...

Our workshop in Hillcrest, Kwa Zulu - Natal, is looking for an Assistant Manager/Service Advisor, MUST have a valid driver's license. Applicant who has previously worked for an aftermarket service center such as BOSCH, e-Car, Car Service City, CARtime, Car Care Clinic etc. will be given preference. Requirements: - Customer service skills - Communication skills - Comprehension skills -...

Company Description LexJes Design & Consulting specializes in providing tailored virtual support solutions to empower businesses, entrepreneurs, and professionals. Our experienced team of Executive, Personal, and Virtual Assistants offers a wide range of services, including administrative support, digital marketing, social media management, client service optimization, and recruitment solutions....

Duties/Pligte- Fasilitering en voltooiing van omsigtigheidsondersoeke wat verband hou met navorsing aan die Universiteit Stellenbosch (US). Dit behels skakeling met verskeie steunomgewings om inligting in te win. Proses-implementering vir omsigtigheidsondersoeke vorm deel van die pligte.Verleen bystand aan die Direkteur: Navorsingskontrakte met operasionele nakoming van navorsingsverwante...

Gauteng, Lanseria- (Market related) Our client in the Insurance Industry is looking for a Internal Advisor \Paraplanner to join their team in Johannesburg North area Minimum requirements: - Matric - Minimum 3 years experience as a Paraplanner in the Insurance industry - Equipped office space at home with stable internet and laptop - Experience on X-Plan would be beneficial Consultant:Chanel...

Key Responsibilities: - Client Support: - Provide information on financial services, claims processes, and assist clients in completing forms or handling account-related matters. - Manage client communications professionally and ensure all needs are met. - Administrative Support: - Assist the Financial Adviser in preparing and managing client portfolios, reports, and financial...

Key Performance Area: - Client/Prospect portfolio preparation and analysis - Assisting clients with Vitality and Vitality Drive - Proactively manage client queries - Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers, - Scheduling client meetings - Keep up to date with latest product and benefits - Manage...

Description We are seeking an inspirational and dynamic Assistant Store Manager to play a leading role in the success of the store/counter by supporting the Store Manager to lead, coach and develop our team of Sales Associates to achieve all sales, customer service and operational targets. Candidates should have proven supervisory, coaching and retail operations skills gained in a fast paced...

Customer Experience Advisor Support a growing logistics service across Europe hybrid role in CPT Hybrid/Office | R18,000 R25,000 | Netherlands/Belgium hours About Our Client Our client is an entrepreneurial logistics services company operating as a transportation reseller across Belgium and the Netherlands, with expansion plans into Spain. The company supports a franchise network of Shipping...

Key Responsibilities - Assist Service Advisors with booking vehicles in for service and repairs - Support customer service interactions, including job card updates and service follow-ups - Learn and assist with service administration, quotations, and invoicing processes - Liaise with workshop technicians and parts departments - Maintain accurate records and documentation - Ensure high standards...

We're Hiring: Internal Sales Representative / Technical Advisor Location: Newton Park, Port Elizabeth Salary: Market Related + Commission Start Date: ImmediateAre you a dynamic, sales-driven individual with a knack for building strong customer relationships and offering expert technical advice? Our client is looking for an Internal Sales Representative / Technical Advisor to join their teamWhat...

The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...

Role Overview: An established automotive dealership in the East Rand is offering a 12-month YES Internship opportunity for a motivated and customer-focused Service Advisor. This role is ideal for unemployed youth seeking practical workplace experience within the automotive aftersales environment. The successful intern will receive structured on-the-job training and exposure to service reception,...

Minimum requirements: - Matric is a minimum requirement - RE5 or para-planning qualifications would be advantageous - Proven track-record of 2-5 years in a similar role - Experience in reviews, risk assessment, overseeing client portfolios and documentation Consultant: Gabi Le Cordier - Dante Personnel Centurion

The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...

The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...