files for annual audits. Assisting external auditors with the annual audit. Assist with client queries as/when
strong passion for Financial Planning and will assisting in maintaining and developing a leading wealth process of preparation of client review packs (with assistance from administrative team and Paraplanners where experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative
strong passion for Financial Planning and will assisting in maintaining and developing a leading wealth process of preparation of client review packs (with assistance from administrative team and Paraplanners where experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative
sales both online and in-store. Job Objectives: Assist with managing the various queues within the Freshdesk and through ensuring ‘first contact' resolution Assist with managing various mailboxes within the Clicks
sales both online and in-store. Job Objectives: Assist with managing the various queues within the Freshdesk and through ensuring ‘first contact' resolution Assist with managing various mailboxes within the Clicks
Receiving & processing orders on Syspro. Liaise / assist and accompany External Sales staff when required
products and services / Maintain Client records / Assist with technical advise and queries. Achieve monthly
products and services / Maintain Client records / Assist with technical advise and queries. Achieve monthly
Receiving & processing orders on Syspro. Liaise / assist and accompany External Sales staff when required
lifecycle. The role of the Product Manager is to assist the business in achieving their goals through taking