courses.
The PA supports the Financial Planner in providing the required levels of client services
operations and client services support to the Financial Planner and is the liaison person between the Financial
reporting etc.).
Liaison between Financial Planner and product providers (PPs).
Equipped to follow
client requirements on behalf of the Financial Planners.
Adhere to the culture and principles of
documentation for engagement between Financial Planner and insurance client.
FICA and AML capture
admin duties and reports
Assist HR with various duties
Assist with stock control
Stock
business. Primary responsibilities Assisting all walk-in customers. Assisting customers with all collections sales. Weekly banking and assisting of location of payment to Debtor book. Assist with customers by phone/email Sale staff are not available. Assists with stock-take when required. Assists the Sales Supervisor and Manager
promotional items and replenish as needed Client gifts: Assist with the selection, ordering and delivery of client payment to suppliers Pitches and proposals: Ad-hoc assistance in preparing, printing and delivery of tenders tenders and pitches CRM System - InterAction: Assist with data steward related tasks on the firm's CRM system accurate client information and assisting users with data inputting Team assistance: Work closely with all members ensure deadlines are met and stakeholders are assisted as needed with high-quality output Excellent command
promotional items and replenish as needed Client gifts: Assist with the selection, ordering and delivery of client payment to suppliers Pitches and proposals: Ad-hoc assistance in preparing, printing and delivery of tenders tenders and pitches CRM System - InterAction: Assist with data steward related tasks on the firm's CRM system accurate client information and assisting users with data inputting Team assistance: Work closely with all members ensure deadlines are met and stakeholders are assisted as needed with high-quality output Excellent command
as needed
business. Primary responsibilities Assisting all walk-in customers. Assisting customers with all collections sales. Weekly banking and assisting of location of payment to Debtor book. Assist with customers by phone/email Sale staff are not available. Assists with stock-take when required. Assists the Sales Supervisor and Manager
Junior Estate Administrator (Assistant) your role will entail assisting the Estate Administrator and/or Estate Administration. This role is involved with assisting with administration tasks in all aspects of the Administration process, from start to finish. Assistance with the Administration of deceased estates,
West is seeking to employ a half day Personal Assistant to the MD / Financial Administrator to join their Responsibilities include: Personal Assistant to the Managing Director: Assist with confidential and personal retrieval of documents. Financial Administration Assist with processing and sending out invoices. Manage experience in administrative support, personal assistance, or financial administration is advantageous
seeking to employ an experienced Legal Assistant | Personal Assistant to Director to join their team. Matric