Job Description
Excel Life, a well-established financial advisory service with 26 years of experience, specializes in Investment Planning, Employee Benefit Schemes, Health Care, and Insurance. We are currently seeking a motivated young intern to join our team. This internship offers a valuable opportunity to train, develop, and provide support services to senior Financial Advisors and clients.
Key Responsibilities
- Assist senior Financial Advisors in client support and service delivery
- Learn and develop skills in investment planning and employee benefit schemes
- Support administrative tasks related to health care and insurance services
Ideal Candidate Profile
- Resident in the Upper Highway area of Durban
- Completed a Degree in Finance or a related field
- Proficient in MS Excel, Word, and Outlook
- Strong interpersonal skills emphasizing people care, honesty, openness, and integrity
- Teachable, team player, and loyal
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