client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management Assisting Financial Planning Partners at client events. Function as a primary point of contact for clients
correspondence
Coordinate engagements and events, keeping of notes, scheduling of meetings, booking
approval of FM. Moving of funds to Investments in the event of Financial Manager not being available or on leave
month end creditors file for payment. Assist with events when required Recon account and sort out the queries
confidential. Team collaboration as per company events that form part of company culture. Kindly be advised
Support
converting them to orders Attend product training and events Processing and administration of relevant sales
accounting and management of confirmed and unconfirmed events
opportunities. Represent the firm at local networking events and professional gatherings to promote our services