Broker Assistant CPT
Hire Resolve
Cape Town CBD, ZA
2d ago

Job Description

A Wealth Management Company is looking for a Broker Assistant with A Matric and work experience within an insurance, investment or asset management environment.

The candidate needs to have experience with any CRM system preferable Spotlight or Elite Wealth Database systems. Some of the duties teh candidate would have to perform are : Diary Management and appointments and Preparation for appointments (quotes, policy schedules, compliance documents, applications). This role is urgent.

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