Operations Assistant (Financial Planning)
Adzuna
Kensington, East Johannesburg · South Africa
- Level
- Junior
- On site or Remote
- On-site
- Posted
- 2h ago
About this role
Our client is a prominent financial services firm headquartered in Sandton, specializing in comprehensive wealth management and financial advice solutions. The Financial Services Operations Assistant provides critical administrative and client service support to a national network of financial planners. Operating from the head office on a full-time basis, this role ensures seamless processing of financial planning requests, maintains CRM data, and manages interactions with product providers and…
This is a summary. The employer's full description, including requirements and benefits, is on their own listing.
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