Personal Assistant for the Managing Director of a financial services company in the Western Cape. How you'll records, attending consultations, developing financial recommendations, analysing information, and overseeing overseeing the administration of the financial planning practice, including compliance, revisions, and of existing business Developing and presenting financial planning recommendations and/or alternatives to Analysing and evaluating of financial information The implementation of financial planning recommendations
Personal Assistant for the Managing Director of a financial services company in the Western Cape. How you'll records, attending consultations, developing financial recommendations, analysing information, and overseeing overseeing the administration of the financial planning practice, including compliance, revisions, and of existing business Developing and presenting financial planning recommendations and/or alternatives to Analysing and evaluating of financial information The implementation of financial planning recommendations
Personal Assistant for the Managing Director of a financial services company in the Western Cape. How you'll records, attending consultations, developing financial recommendations, analysing information, and overseeing overseeing the administration of the financial planning practice, including compliance, revisions, and of existing business Developing and presenting financial planning recommendations and/or alternatives to Analysing and evaluating of financial information The implementation of financial planning recommendations
Personal Assistant for the Managing Director of a financial services company in the Western Cape. How you'll records, attending consultations, developing financial recommendations, analysing information, and overseeing overseeing the administration of the financial planning practice, including compliance, revisions, and of existing business Developing and presenting financial planning recommendations and/or alternatives to Analysing and evaluating of financial information The implementation of financial planning recommendations
Minimum 1 year of experience in customer service/account management Microsoft Office experience CRM system