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.
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
Management of capacity planning, 11. Workload overflow assistance, 12. Attend meetings with the CRC General Manager 13. You may, from time to time, be required to assist with other tasks outside of these KPAs. GENERAL
Management of capacity planning, 11. Workload overflow assistance, 12. Attend meetings with the CRC General Manager 13. You may, from time to time, be required to assist with other tasks outside of these KPAs. GENERAL
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
with clients by scheduling vehicle appointments, assisting with customer check-ins, and conducting follow-ups