services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect all data and practice attributes on NAV. Marketing Support Assist with the organization of client events venues, RSVP management, event management etc. Assisting Financial Planners at client events. Function
services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect all data and practice attributes on NAV. Marketing Support Assist with the organization of client events venues, RSVP management, event management etc. Assisting Financial Planners at client events. Function
for Portfolio Managers and CRMs
Assistants align with the PCS CRMs to ensure complete pre-population
and monitor personal KPIs on NAV.
Request assistance and guidance from POM where KPI scores reflect
attributes on NAV.
Marketing Support
Assist with the organization of client
RSVP management, event management etc.
Assisting Financial Planners at client events.
Function
stationery, marketing material etc.
Submit orders for stationery, business cards, marketing brochures
other platforms. Customer Quotes & Liaison: Assist with daily quotes for medical aid and private clients Handle administrative requirements of orders and assist with Medical Aid scheme billing. Customer Liaison: Activities: Track and maintain records of Agents' marketing activities weekly and monthly. Why Join Us? This
other platforms. Customer Quotes & Liaison: Assist with daily quotes for medical aid and private clients Handle administrative requirements of orders and assist with Medical Aid scheme billing. Customer Liaison: Activities: Track and maintain records of Agents' marketing activities weekly and monthly. Why Join Us? This
knowledge (MS suite) Excellent time management skills Market Related
Office Assistant Position. We require the services of a general office worker, male or female to assist
compilation and timely circulation of board papers and assist with drafting yearly calendars Obtain timely responses approve resolutions in line with terms of reference Assist with the yearly evaluation of the board, its members with the Constitution or Governance Regulations Assist in the induction and orientation of the board on
compilation and timely circulation of board papers and assist with drafting yearly calendars
timely circulation of board papers (packs) and to assist the Chairperson of the board and sub-committees and its Sub-Committee's terms of references. To assist the board with the yearly evaluation, its individual Governance and the company policies and procedures. To assist in the Induction and Orientation of the Board as