Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
digital marketing team. The ideal candidate will assist in managing client accounts, ensuring that their
Responsibilities:
Assist in managing a portfolio of client accounts to foster
Participate in client meetings and assist in the preparation of presentations and pitches effectively and in a timely manner.
Assist in upselling or cross-selling services and solutions
DUTIES:
sign up for a SAIPA trainee contract. DUTIES: Assisting the senior accountants and chartered accountants