Personal Assistant to Financial Planner Paarl
Well-established Financial Services client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient Requirement:
Grade 12 with an Office or Business Management qualification
At least 5+ years experience in Office Administration or Financial Services Administration in a Financial Service environment
Excellent
office support duties for Brokers and Management.
in the financial services industry is currently looking to appoint an Administrative Assistant, to be and office support duties for Brokers and Management. Assist with General Office duties, such as software printer, overseeing of office stationery orders and assistance with marketing and client / stakeholder relationship Brokers and management informed at all times of any client queries / challenges / problems. Assist, upskill business (brokers and management) on regulatory changes which may impact compliance management within the business
Looking to Place Potential Qualified Candidates in Mining trade. NB: Please note: Be mindful & only Apply electronic document management system for the management of technical and project management documentation documentation according to the Client's Project Management Guideline. Planning •Ensure the all-project team members electronic document management system according to the Client's Project Management Guideline on a continuous bases. •Organise, circulate and store documents. •Manage Squad checking of documents •Maintain a project
an experienced Executive Assistant. Overall Function: The Executive Assistant (EA) to the Cluster Lead multiple stakeholders both internally and externally Manage an active calendar Anticipate conflicts and uses Planning meetings includes issuing invitations and managing agenda requests, pre read materials, and associated necessary to ensure schedules and deadlines are met Manages highly sensitive/confidential information; use appropriate discretion in the management of information and stakeholders. Manage all travel required for the
Personal Assistant (To Managing Director) - Stellenbosch - Western Cape The Personal Assistant (PA) will will work directly with the Managing Director. This role is pivotal in ensuring that the MD's time is optimized of contact for the MD with internal and external Manage emails, information, and other communications; meetings, and provide reminders Act as ‘follow-up Manager' across the Board and Senior Leadership Team to Senior management team Deliver timely and outstanding satisfaction Requirements: Personal Assistance qualification
Record keeping of stock Maintaining storestock Assisting with various reconciliations Adhoc duties as required
Pietermaritzburg is currently seeking an Office Manager / Personal Assistant tot join their team.
Our client in the Financial Services sector based in Umhlanga, Durban is seeking the services of an experienced experienced Assistant / Financial Services Administrator to assist a Wealth and Portfolio Manager. This role suit a candidate who has a thorough knowledge of Financial Services industry. The ideal candidate will have diploma in Financial Services would be an advantage At least 5 years' experience in the financial services
support for Financial Planners? Is this you? You've worked in a support role supporting Financial Advisors settle in your new role and grow in the world of financial planning. What you'll be doing (and why you'll investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well established established and focuses on managing an existing client base and not too much on new client acquisition