Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Re
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Re
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Re
Main job function Responsible for managing the company's marketing initiatives. Use market research and analysis to direct marketing strategy and planning. Oversee the production of all promotional materials and marketing campaigns. Reports marketing and sales results to Executive team Product and S
Main job function Responsible for managing the company's marketing initiatives. Use market research and analysis to direct marketing strategy and planning. Oversee the production of all promotional materials and marketing campaigns. Reports marketing and sales results to Executive team Product and S