Personal Assistant to Financial Planner Paarl
Well-established Financial client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM system
KEY JOB RESPONSIBILITIES:
Keys Responsible for the calculating and placing value-added order with 3 rd parties Responsible for processing Responsible for production on IQF, tertiary, fresh and value added (Finlar Foods) Visits to the Hocroft and Epping
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc
Keys Responsible for the calculating and placing value-added order with 3 rd parties Responsible for processing Responsible for production on IQF, tertiary, fresh and value added (Finlar Foods) Visits to the Hocroft and Epping
messages and relay them promptly to the Financial Planner.
Recording and saving telephone
Assisting the Financial Planner and Para-Planner with administrative tasks related to new based on instructions received from clients or the planner using the designated workflow process.
Managing appointment scheduling based on the Financial Planner's confirmed calendar.
Updating development.
Assisting the Financial Planner in attracting and retaining clients through excellent
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc
Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM system
administrative support to enable the Fiduciary Planner to implement and administer estate planning solutions
administrative support to enable the Fiduciary Planner to implement and administer estate planning solutions