encouraged to collaborate with other PA's in their office as well as with team members in the Region. The the Financial Practice and the regional office / head office. Client Services Implementation of the client discovery and fact find) and preparation of documentation for engagement between Financial Planner and client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy in alignment
encouraged to collaborate with other PA's in their office as well as with team members in the Region. The the Financial Practice and the regional office / head office. Client Services Implementation of the client discovery and fact find) and preparation of documentation for engagement between Financial Planner and client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy in alignment
supporting documentation when necessary Uploading and filing of all supporting documentation for new cash Ability to meet deadlines. Familiar with Microsoft office with good excel skills. Ability to work independently
supporting documentation when necessary Uploading and filing of all supporting documentation for new cash Ability to meet deadlines. Familiar with Microsoft office with good excel skills. Ability to work independently
Administrator to join their team. This position is office based (full time) and the company is situated in recruitment is not done via an agency Ensure all documentation for a new employee is complete and filed in committee meetings Minute meetings Ensure committee documentation is signed Complete all forms for DoL Manage
Administrator to join their team. This position is office based (full time) and the company is situated in recruitment is not done via an agency Ensure all documentation for a new employee is complete and filed in committee meetings Minute meetings Ensure committee documentation is signed Complete all forms for DoL Manage
Service Administrator in compiling supporting documentation for invoicing Pro-active approach of services/customers engineer pool Preparation of project specific documentation Journal duty at weekends and bank holidays Checking
Service Administrator in compiling supporting documentation for invoicing Pro-active approach of services/customers engineer pool Preparation of project specific documentation Journal duty at weekends and bank holidays Checking
Services Updating of procedures and other relevant documentation towards improved project execution maturity responsibilities and expectations to achieve these goals. Document role profiles. Optimum staffing, resource loading and equipment placement and related logistics Document Control and Quality With the support of the Quality Standardised handover system and documentation. Enforce adherence to document control and data storage. Develop
Operational Support (10%) Support the Centre with general office management tasks including reception and facilities with the ordering of stationery / office refreshments for all offices in the Company Monitor the central advantage Competencies Computer literacy: Microsoft Office essential Excellent communication skills (both