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Answering client queries and preparing quarterly reports timeously.
? Opening new accounts.
? Answering the phone.
? General office administration including filing, typing, scanning amongst other duties.
? Preparation of promotional and presentational material
? Carry out all reasonable job instructions issued to the Employee from time to time.
? Adhoc tasks assigned
? Assisting with the preparation of investment reports (monthly and quarterly)
? Customer Information Capturing
? Filing and Accurate information capturing
? Interaction with internal & external clients as required
? Managing and Dealing with queries in a professional manner
? General Administration / Secretarial function and Office support
Reason for leaving: Company relocating to Cape Town