Personal Assistant to Wealth Advisor

Location:

GHANA, GREATER-ACCRA, -ACCRA
Salary:

negotiable
Job type:

Full-Time
Posted:

6 years ago
Category:

Administrative / Clerical Jobs in Ghana
Deadline:

30 Sep 2019
Job Level:

Experienced Professional

Overview

deVere is looking to employ applicant to world-class customer service with the potential to hit his/her target on time.

Role Description:

Providing help and advice to client using your organisation’s products or services;
Sending latest valuation to existing client who is not on Service Management Fee (SMF)
Communicating courteously with clients by telephone, email, and face to face;
Investigating and solving clients’ problems, which may be complex or long-standing problems that have been passed on by client via any other the communication model;
Handling client complaints or any major incidents, such as issues relating to their plan and/or policy;
Organize and schedule appointment for reviews;
Keeping accurate records of discussions or correspondence with client by updating core;
Managing calendar for Reporting supervisor;
Maintain electronic and hard copy filing system i.e., uploading unto the server;
Assist in resolving administrative issues that may come up
Any other administration duties that you see fit.

This job has expired.

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