>Personal Assistant to Financial Planners
messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming details client queries/requests / instructions. Involving planner when advice and / or intermediary service required the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during part of implementation on instructions from the planner, post-client appointments Preparing and submitting
messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming details client queries/requests / instructions. Involving planner when advice and / or intermediary service required the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during part of implementation on instructions from the planner, post-client appointments Preparing and submitting
policy, flexible and hybrid work arrangement (Mon, Wed and Fri at the office) and awesome in office perks
experience working with Financial Advisers / Financial Planners • Computer literate in MS Office R850 000 PA ctc
experience working with Financial Advisers / Financial Planners • Computer literate in MS Office R850 000 PA ctc
/>Achieve Sales Targets.
Structured weekly call planner and call reporting detailing progress with new
constantly challenges the status quo A natural forward planner who critically assesses own performance Mature
constantly challenges the status quo A natural forward planner who critically assesses own performance Mature
products to Clinical personnel. Completion of weekly planner and activity report for submission to direct manager the month. Weekly call reports and Weekly call planners to be recorder on Force Manager and to be sent