closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business
preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records
Paraplanner readiness)
Work closely with Assistants, Product Provider support people, Wealth Account
Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process
Performance Indicators score on NAV
Request assistance and guidance from the Partner Operations Manager
quality. • Weighing and counting received items. • Assisting warehouse staff in retrieving specified merchandise
report to the Finance Department Accountant. Assisting the Finance department with all related Accounting
guidelines to ensure a safe work environment • Assist with other warehouse duties as needed The post
team. You will be part of an agile development and assist with the development of software applications. needs Write technical documentation when required Assist in the implementation of new features and enhancement enhancement of existing software features Assist in ensuring high performance, always online and scalability
the brand positively in a multitude of settings Assisting in content creation participating in event marketing
needs
recording) and report incidents to the manager – Assist in the day-to-day operations whenever required
· Address all special margin queries urgently · Assist with monthly ID Bank audit ADHOC DUTIES & OTHER Resolved any cashbook queries raised immediately · Assist with the admin roles during Branch stock takes