Operations Assistant (Financial Planning)

What is this opportunity?

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…

Opportunity details