Portfolio Managers and CRMs
looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful career opportunity 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 and 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.
implement learning and development initiatives •Assist in managing organizational change by supporting
implement learning and development initiatives •Assist in managing organizational change by supporting
and dynamic management team, we offer in-depth assistance with auditing, accounting, taxation, financial schedules, tax representation/engagement letters. Assist with provisional tax calculations and email clients taxpayers make top-up payments where necessary Assist Tax Administrator with: uploading tax clients supporting supporting documents on e-Filing; assisting with the tax filing, checking and submitting tax returns for Tax Administrator Complete Trust tax returns Assist with Deceased Estate tax returns for the Partners
candidates, ensuring a positive candidate experience. Assist with onboarding and orientation processes as needed needs and skills gap analysis for business and assist with the compiling of training budget/plan. Plan adhoc refresher for employees and Line Managers. Assist with reporting, analysis and submission of the meeting also using the same reports of appointments. Assist with the compilation of EE and BBBEE info for Skills
candidates, ensuring a positive candidate experience. Assist with onboarding and orientation processes as needed needs and skills gap analysis for business and assist with the compiling of training budget/plan. Plan adhoc refresher for employees and Line Managers. Assist with reporting, analysis and submission of the meeting also using the same reports of appointments. Assist with the compilation of EE and BBBEE info for Skills
Paraplanner readiness)
looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful career opportunity 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 and 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.
with clients by scheduling vehicle appointments, assisting with customer check-ins, and conducting follow-ups