Wedding Planner Jobs in Pretoria
Personal Assistant To Financial Planners
Pretoria
25000
- Personal Assistant to Financial Planners:
- Use and update CRM system currently
share this job on whatsappBuyer Planner Pretoria North
Afrit Pty LtdPretoria North
right time, place, and price. The purpose of a Planner is to coordinate the flow of work and materials
Administrator/personal Assistant
Pretoria
R240 000 Monthly >Personal Assistant to Financial Planners
- Making client appointments, confirming queries/requests / instructions.
- Involving planner when advice and / or intermediary service required
- Load appointments up to the stage where the para-planner or financial planner takes over (including the use of AS ASTUTE)
- Assisting planners during client appointments at the office e.g., making ID copies
- Executing part of implementation on instructions from the planner, post-client appointments
- Preparing and
Personal Assistant Pretoria East
Dante Group Pty LtdPretoria
messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming details client queries/requests / instructions. Involving planner when advice and / or intermediary service required the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during part of implementation on instructions from the planner, post-client appointments Preparing and submitting
Administrator/personal Assistant
Dante Group Pty LtdPretoria
messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming details client queries/requests / instructions. Involving planner when advice and / or intermediary service required the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during part of implementation on instructions from the planner, post-client appointments Preparing and submitting
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