in Class, setting a standard of excellence for us all to follow. It's through this collective effort that meticulous attention to detail to ensure accuracy in all tasks. Proficient in Microsoft Office, particularly and warehouse processes. Strong organizational and time management skills. Excellent communication and interpersonal values your talent and dedication. A chance to be part of a globally recognized, expanding brand. Opportunities period (Employer and Employee contribution 5%) Flexi-time Agreement after 4-month probation Work From Home
their trusted counsel and confidant. This is a full-time on-site role as a Personal Assistant to the Chief executive, ensuring efficient time management and prompt handling of all appointments and commitments any other communications in a professional and timely manner. 4. Conduct research and provide high-level with discretion and maintain confidentiality at all times. 8. Handle personal matters and tasks for the
client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client
client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client
skills ● Good interpersonal skills ● Exceptional time management ● Good prioritisation skills ● Leadership
Presentations) Excel, Word and Basic Bookkeeping Knowledge All rounder to assist where required Good Telephone Etiquette
Presentations) Excel, Word and Basic Bookkeeping Knowledge All rounder to assist where required Good Telephone Etiquette