Assistant to Financial Advisor
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Hi, I'm Megan Strydom, I'm currently residing in Port Elizabeth and am 26 years of age.
I currently have five years experience as an assistant to a financial advisor.
I currently have five years experience as an assistant to a financial advisor at Momentum Consult from April 2019 till present.
I was previously at Nedbank with the same advisor from August 2017 till April 2019.
Assist with walk in clients
Following up with call centers for existing and new business cases
Compile review documents for the advisor