interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: validate and process withdrawals for clients daily. Assist with the opening of new accounts in line with business Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on
Resources, or related field (master's preferred). Driver's License. Proven experience in a senior training
Resources, or related field (master's preferred). Driver's License. Proven experience in a senior training
experience would be a distinct advantage. Ability to assist in the design of factory layouts . Computer literacy Daily liaison with Line Management & provide assistance as required. Compile & submit required monthly
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.
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