Administrative Assistant – Insurance, Invetsments, Asset Management

Administrative Assistant – Insurance, Invetsments, Asset ManagementPURPOSE: This role entails assisting the Financial Advisor with the processing of all financial administration for new and existing clients, record keeping and data-capturing. MAIN DUTIES & RESPONSIBILITIES Communicating with clients telephonically and electronically Compliance - FICA, FAIS & Due Diligence (data gathering and filing) Data Capture –on CRM system (Elite Wealth)…
Administrative Assistant – Insurance, Invetsments, Asset Management