SAT Group of company

SAT Group of company Be humble and active

13/03/2021

Job brief
We are looking for a Financial Adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.

Responsibilities
Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industry’s trends and research market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionals
Requirements
Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
Track record of successful financial guidance
Ability to analyse market’s financial data and to provide appropriate data-based advice
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems
Current certificate of qualifications (FCA, CII, DipFA, CISI or other)

02/11/2020

We are looking for an organized File Clerk to do file management and maintenance. You will organize paperwork according to an efficient filing system and digitalize all important documents. You will be expected to protect and update files as well as make them easily accessible to your colleagues.

A file clerk must be organized and possess a serious understanding of confidentiality and data protection. The ideal candidate will be skilled in computers and detail-oriented.

The goal is to preserve the company’s records and manage paperwork effectively.

Responsibilities
Check incoming paperwork (correspondence, invoices etc.) and make copies before distributing
Sort all papers alphabetically and according to content, dates, significance etc.
Create or update records with new files and information
Store all paperwork in designated places securing the important documents
Enter paperwork into an electronic system either by data entry or by using optical scanners
Deal with all requests to access files and keep logs of borrowed papers
Develop an efficient filing system to make updating and retrieving files easier
Follow policies and confidentiality dictations to safeguard data and information
Monitor inventory of files, paper clips etc. and report shortages
Requirements
Proven experience as file clerk
Knowledge of filing systems
Very good knowledge of MS Office and office equipment such as photocopier, scanner etc.
Good command of English both oral and written

Address

Lekki
Ajah
234

Website

Alerts

Be the first to know and let us send you an email when SAT Group of company posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category