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Financial Advisor
Professional profile
Working with individuals or institutional clients to assess their financial needs and assist them achieve financial goals, including choosing investments, and managing their portfolios.. Responsible for acquiring new clients, building, and maintaining relationships with clients.
Responsible for recording and maintaining Seriti Institute’s financial transactions, maintaining filing, database systems and inventories.. Providing support to the development and management of projects and programs within Seriti Institute.
Working with the Communications team to devise and implement evolving municipality communications.. Keeping the municipal website, SharePoint microsite and social media sites current and ensuring they complement each other.. Coordinating and arranging media statements, briefings and conferences.
Collection and delivery of mail and other materials as required from and to the post office, government agencies.. Reconcile customer deposits and receipts of all valuables handled during daily business.