looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful career opportunity Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
and desire to troubleshoot/probe further. Valid driver's license and reliable transport. Responsibilities persons and ensure a copy is submitted. Ensure staff training is carried out for all clients. Ensure all administration functions are closed out once training is offered (E.g. Training Registers, Training Certificates etc.). Carry demos, regular maintenance service and ongoing training. 3. Communication and Feedback: Attend and participate feedback to Sales Manager. 4. Administration Services: Assist the Debtors department with the following up of
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any
related receipt documents. Assist with Stock control and stock forecasting. Assist with month end Stock counts Company requirements. Assist with reporting and managing Product Non-Conformances. Assist with quality and requirements in accordance with Company needs. Assist with various administrative tasks regarding product store has the required COA and or MSDS sheets. Assist with arranging of tests on various products. Manage product portfolio. Office Support and Communication: Assist with procurement of consumable / office items for
related receipt documents. Assist with Stock control and stock forecasting. Assist with month end Stock counts Company requirements. Assist with reporting and managing Product Non-Conformances. Assist with quality and requirements in accordance with Company needs. Assist with various administrative tasks regarding product store has the required COA and or MSDS sheets. Assist with arranging of tests on various products. Manage product portfolio. Office Support and Communication: Assist with procurement of consumable / office items for
Responsibilities, but not limited to: Responsible for assisting various clients of the company on a daily basis legal knowledge. A Junior Legal Advisor typically assists clients with telephonic legal advice on various
R600 Company Laptop. Candidate must have a valid drivers license. A wonderful career opportunity awaits
R600 Company Laptop. Candidate must have a valid drivers license. A wonderful career opportunity awaits
client base and increase revenue. Staff management: Train and supervise staff members to achieve targets.