Business Segment : Personal & Private Banking
Location : ZA, GP, Johannesburg, 5 Simmonds Street
To provide a general administrative and fulfilment function for Affluent Express, Private and Prestige / Executive Clients. To provide an account maintenance and investment roll-overs service including general portfolio management administration.
Qualifications
- Matric ,Diploma or Degree in Business Commerce
Experience Required
Ability to verify documentation, account details, and compliance requirements accurately.Identifying and resolving discrepancies or anomalies.Experience in administrative functions – retrieval of statements, drafting of letters containing financial informationMust have 1 - 3 Years Experience with assisting Deceased Estates Customer service on calls or enquiries received from Executors of an estateDeceased estates experience preferable.Practical knowledge and understanding of the processes and policies used in the Deceased Estates area.#J-18808-Ljbffr