Wealth Plan Portfolio Assistant – Cape Town Durbanville

 

Recruiter:

Service Solutions

Job Ref:

SSS/N

Date posted:

Tuesday, June 22, 2021

Location:

CapeTown, South Africa

Salary:

Negotiable


SUMMARY:
A leading investment and insurance company is seeking to hire a Wealth Plan Portfolio Assistant

POSITION INFO:

Wealth Plan Portfolio Assistant – Cape Town Durbanville

  • A leading investment and insurance company is seeking to hire a Wealth Plan Portfolio Assistant
  •  
  • Prepare Wealth Plans and assist General Manager with daily tasks.
  • Must be comfortable to sit in consultations and present if necessary.
  • Must be comfortable with numbers and understanding cashflows

Requirements:

  • BCom degree (Finance, Accounting, Management Accounting)
  • 3 years working experience 
  • Advanced Excel skills
  • Organization Skills 
  • Maintaining reports
  • Very good with numbers 
  • Diligent 
  • Hardworking 
  • Analytical 
  • Attention to detail 

 

  • Salary - Competitive package

Please submit CV + Salary Requirements + Recent Picture to Noelle on <--------Please upload your CV here-------- OR Marlene on <--------Please upload your CV here--------

 

 

 



 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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