currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape 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
not limited to: Employee Relations management: Assist and resolve employee queries, requests, and concerns payroll information to the Payroll Administrator. Assist with the review for the payroll input and any queries surveys as required. Assist with training and development, content creation, assist with updating and maintaining
not limited to: Employee Relations management: Assist and resolve employee queries, requests, and concerns payroll information to the Payroll Administrator. Assist with the review for the payroll input and any queries surveys as required. Assist with training and development, content creation, assist with updating and maintaining
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
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