and work irregular hours. Key Responsibilities: Assist in the planning, executing, and optimizing of marketing reports and analysis to the marketing manager. Assist in creating and editing marketing collateral, including
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.
Investigating issues and requests received from Clients. Assisting with data manipulation, database changes and database
Accounting Diploma. Proven administration or assistant experience. Experience with Microsoft Office Programs
(new customers). Set target per month to be met. Assist and plan ad hoc Sales Drives. Following up on outstanding
(new customers). Set target per month to be met. Assist and plan ad hoc Sales Drives. Following up on outstanding
Investigating issues and requests received from Clients. Assisting with data manipulation, database changes and database
Scribe/Translator at Meetings, as and when required. Assist Plant Manager and Support. Services Manager - as
to online mental health platform, medical aid assistance, funeral plan, and paid time off. Opportunities
focussing on Client Touchpoints and Experience. Assisting in the development of the Marketing and Communications