client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
Three plus years experience in overseeing the maintenance function in a similar environment secures. A Requirements: 3 plus years experience in overseeing the maintenance function. Experience managing a team of greater daily room maintenance. Administration and reporting on daily room and communal area maintenance. Stock source Oversee maintenance-related procurement requests. Project-manage portfolio large-scale maintenance and renovations Assure positive experience through quality maintenance and cleaning practices Perform all tasks on schedule
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to timeously. Providing an ongoing service and maintenance support function to the Financial Planning Partner
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to timeously. Providing an ongoing service and maintenance support function to the Financial Planning Partner
finance and non-financial matters. Oversee the maintenance of accurate and complete fixed asset registers
finance and non-financial matters. Oversee the maintenance of accurate and complete fixed asset registers