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 Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect 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.
Contractor management. Environmental management. Assist with ISO implementation. Facilitate health and
Contractor management. Environmental management. Assist with ISO implementation. Facilitate health and
and other support departments, this includes assisting project to design, implement, stabilize, and continuously
line with established procedures and practices. Assist HR Manager in daily functions as required. Please
line with established procedures and practices. Assist HR Manager in daily functions as required. Please
teams and carry out safety audits when required. Assist the production team in other departments when the
track of Foreign payments to be made and advise Assistant Controller of cover required on a weekly basis
track of Foreign payments to be made and advise Assistant Controller of cover required on a weekly basis
Providing administration support to Senior Management. Assist with NBCRFI online system (Payouts, D-forms, Update