Wealth Advisor Assistant Paarl
Well-established Financial Services client client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient Wealth Advisor Assistant or Office Administration or Financial Services Administration in a Financial Service Duties:
Provide support services to Financial Planner
General administration / Maintain
Assistant to Financial Planner Paarl
Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient in Office Administration or Financial Services Administration in a Financial Service environment
Excellent Duties:
Provide support services to Financial Planner
General administration / Maintain
Daily, Weekly updating and submitting of financial data on financial system Petty Cash Reporting/Analysis
employ a half day Personal Assistant to the MD / Financial Administrator to join their dynamic team. The office and provide essential administrative and financial support. Responsibilities include: Personal Assistant the MD, ensuring easy retrieval of documents. Financial Administration Assist with processing and sending administrative support, personal assistance, or financial administration is advantageous Excellent organizational effectively. Strong attention to detail and accuracy in financial and administrative tasks. Proficiency in Microsoft
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint
Compliance Administrator for our client within the Financial Services industry. Based in Randpark Ridge Please other QA when needed. Requirements Diploma within financial services/insurance/similar Strong Discovery Product
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client seeks a Personal Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The purpose comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient in Office Administration or Financial Services Administration in a Financial Service environment Excellent initiative Key Duties: Provide support services to Financial Planner General administration / Maintain CRM
The University of Johannesburg (UJ) is a vibrant and cosmopolitan university, anchored in Africa and driven by a powerful strategy focused on attaining global excellence and stature (GES). With an emphasis on independent thinking, sustainable development, and strategic partnerships, UJ is an interna
Assistant to our SENIOR FINANCIAL ADVISOR For our client within the Financial Advisory Service Industry based in Rosebank Johannesburg. EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY IS A MINIMUM REQUIREMENT. PLEASE anniversaries of client email distribution for Advisors Monitoring Outlook inboxes from incoming clients s Minimum of a Matric certificate Diploma or Financial Planning Re1 an advantage Minimum of 2 years plus plus similar work experience within the Financial Services OR Insurance Industries Discovery Product