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.
Accounting Diploma. Proven administration or assistant experience. Experience with Microsoft Office Programs
Contractor management. Environmental management. Assist with ISO implementation. Facilitate health and
Contractor management. Environmental management. Assist with ISO implementation. Facilitate health and
and explanations. Prepare/assist monthly cashflow analysis. Prepare/assist quarterly profit forecasts
and explanations. Prepare/assist monthly cashflow analysis. Prepare/assist quarterly profit forecasts
Scribe/Translator at Meetings, as and when required. Assist Plant Manager and Support. Services Manager - as
adhered to by the department. Where necessary, assist with picking or receiving functions. Where necessary
adhered to by the department. Where necessary, assist with picking or receiving functions. Where necessary
teams and carry out safety audits when required. Assist the production team in other departments when the