Executive Assistant, to join our dynamic team. Managing executives' calendars and set up meetings Manage information employees, clients and other external partners. Manage information flow in a timely and accurate manner accommodation arrangements for Management team. To assist the management with administrative duties Accept sufficient supply of office stationery/inventory Manage the cleanliness of the offices Format information for client visits Booking of annual executive management conference Qualifications Grade 12 Certificate
Personal Assistant to Financial Planner Paarl
Well-established Financial Services client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient
Minimum Requirement:
Grade 12 with an Office or Business Management qualification
At in Office Administration or Financial Services Administration in a Financial Service environment
Excellent
MINIMUM REQUIREMENTS:
in the financial services industry is currently looking to appoint an Administrative Assistant, to be wonderful career opportunity awaits you. MINIMUM REQUIREMENTS: Matric. Tertiary qualification will be beneficial with Brokers to determine how many reviews are required for the month and set targets. Handle client queries and office support duties for Brokers and Management. Assist with General Office duties, such as software printer, overseeing of office stationery orders and assistance with marketing and client / stakeholder relationship
Minimum requirements:
Personal Assistant (To Managing Director) - Stellenbosch - Western Cape The Personal Assistant (PA) will will work directly with the Managing Director. This role is pivotal in ensuring that the MD's time is optimized of contact for the MD with internal and external Manage emails, information, and other communications; meetings, and provide reminders Act as ‘follow-up Manager' across the Board and Senior Leadership Team to effectively Book transport and accommodation as and when required Attend Senior Leadership Team meetings, off-site
Maintaining storestock Assisting with various reconciliations Adhoc duties as required Basic word & excel
seeking an Office Manager / Personal Assistant tot join their team.
Requirements:
Our client in the Financial Services sector based in Umhlanga, Durban is seeking the services of an experienced experienced Assistant / Financial Services Administrator to assist a Wealth and Portfolio Manager. This role suit a candidate who has a thorough knowledge of Financial Services industry. The ideal candidate will have excellent customer service. Requirements: Matric Degree or diploma in Financial Services would be an advantage advantage At least 5 years' experience in the financial services arena MS Office – proficient (Especially
support for Financial Planners? Is this you? You've worked in a support role supporting Financial Advisors settle in your new role and grow in the world of financial planning. What you'll be doing (and why you'll investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well established established and focuses on managing an existing client base and not too much on new client acquisition