expectations but not limited to: Logging IT issues and assisting with trouble shooting. Reporting on absenteeism including communication to training department. Assist with referring agents for training when necessary
expectations but not limited to: Logging IT issues and assisting with trouble shooting. Reporting on absenteeism including communication to training department. Assist with referring agents for training when necessary
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: validate and process withdrawals for clients daily. Assist with the opening of new accounts in line with business Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: validate and process withdrawals for clients daily. Assist with the opening of new accounts in line with business Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any
and other support departments, this includes assisting project to design, implement, stabilize, and continuously
track of Foreign payments to be made and advise Assistant Controller of cover required on a weekly basis
track of Foreign payments to be made and advise Assistant Controller of cover required on a weekly basis