(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
relevant experience in Corporate Governance, Management, and Administration - not negotiable
Governance of Guidelines / Management / Fiduciary / Constitutional regulations etc
communication skills in English and Afrikaans DUTIES Managing the switchboard Meet and greeting of customers individual requirements Manage Petty Cash Assisting with quotations and invoices Manage filing system, scan
communication skills in English and Afrikaans DUTIES Managing the switchboard Meet and greeting of customers individual requirements Manage Petty Cash Assisting with quotations and invoices Manage filing system, scan
Suppliers on deliveries and supply issues
with Suppliers on deliveries and supply issues Management of Outstanding Orders daily Resolve price, quality updates as and when required Build, maintain and manage supplier relationships and keep up good communications Degree or 3-year Diploma in Purchasing and Supply Management Or equivalent qualification 3-5 years purchasing
with Suppliers on deliveries and supply issues Management of Outstanding Orders daily Resolve price, quality updates as and when required Build, maintain and manage supplier relationships and keep up good communications Degree or 3-year Diploma in Purchasing and Supply Management Or equivalent qualification 3-5 years purchasing
will encompass a range of tasks including travel management, leadership and operations support as well as meetings, managing calendars, organise events and staff welfare activities Travel Management: Co-ordinate organisation of office environment, liaise with landlord, manage office supplies inventory, co-ordinate maintenance assist in onboarding process for new employees, manage off site storage facility Degree / Diploma Matric