looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population Partner(s). Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI practice attributes on NAV. Marketing Support: Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
Computer builds (standard company build policies). Assistance with office setup and IT configurability in all during trouble shooting. Self - motivated to ensure personal and professional improvement. Action orientated calls logged and determine patterns to pro-actively assist with future support. Use IT Management information on usability). Personal and Company Development Personal and Team Competencies Assist with finance and agreements, etc. Assist with office procurement, logistics, IT, phone, network procurement, etc. Assist with refurbishment
related receipt documents. Assist with Stock control and stock forecasting. Assist with month end Stock counts Comply with Company Health and Safety Rules and Use Personal Protective Equipment (PPE) as required. Execute Company requirements. Assist with reporting and managing Product Non-Conformances. Assist with quality and requirements in accordance with Company needs. Assist with various administrative tasks regarding product store has the required COA and or MSDS sheets. Assist with arranging of tests on various products. Manage
related receipt documents. Assist with Stock control and stock forecasting. Assist with month end Stock counts Comply with Company Health and Safety Rules and Use Personal Protective Equipment (PPE) as required. Execute Company requirements. Assist with reporting and managing Product Non-Conformances. Assist with quality and requirements in accordance with Company needs. Assist with various administrative tasks regarding product store has the required COA and or MSDS sheets. Assist with arranging of tests on various products. Manage
Manufacturing. Computer Literacy (MS Office Suite). The person must have in-depth knowledge of invoicing on SAP specific. Assist with correspondence with customers related to goods in transit control. Assist with adjudication
Manufacturing. Computer Literacy (MS Office Suite). The person must have in-depth knowledge of invoicing on SAP specific. Assist with correspondence with customers related to goods in transit control. Assist with adjudication
Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified person with previous 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
Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified person with previous 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
looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career opportunity Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Partner(s). Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
currently looking to appoint an Administrative Assistant, to be based in Port Elizabeth. A wonderful career office support duties for Brokers and Management. Assist with General Office duties, such as software back printer, overseeing of office stationery orders and assistance with marketing and client / stakeholder relationship of any client queries / challenges / problems. Assist, upskill and communicate any new areas with regards areas and updating of pages / documents / webparts. Assist, upskill and communicate any new areas of development