Minimum requirements:
Matric  3-5 years experience in the wealth management space  Downloading statements for quarterly reviews for clients  Adding movements from the statement to the quarterly system and preparing the review systems  Preparing local/offshore applications forms  Checking of cash balances  Processing applications forms  Typing minutes of meetings  Monitoring living Annuity anniversary dates, and alerting
Consultant: Daphney Malotoane - Dante Personnel East Rand
Apply via our website www.dantesa.co.za

If you do not hear from us within 5 days, please accept that your application was unsuccessful