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
Responsibilities will include:
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
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
space planning platform and distribute to space planners timeously. Run planogram publishing report and space planning manager. Monitor the ETC and space planners' response to the calls. Identify and resolve any information with third parties. You have the right to access this information while in our possession and make
space planning platform and distribute to space planners timeously. Run planogram publishing report and space planning manager. Monitor the ETC and space planners' response to the calls. Identify and resolve any information with third parties. You have the right to access this information while in our possession and make
Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM system
HR on all project resources required (access to building, network, etc and logistics such as workstation
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