Assistant to Financial Planner Paarl
Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient in Office Administration or Financial Services Administration in a Financial Service environment
Excellent MS Office, Advanced Excel, Elite Client System or CRM Systems
Must have excellent planning, organising
Weekly updating and submitting of financial data on financial system Petty Cash Reporting/Analysis Checking
Administrator coordinates the postgraduate studies and information management portfolio and implements interventions bursary opportunities as well as postgraduate information management. KEY ACTIVITIES Postgraduate Research Development Research Supervision Support and Research Information Management Liaison, network and external partnership Degree in Humanities / Science/ Social Science / Information Management, or a related field is required . proficiency with database management and student information systems. Experience with Moodle, Turn-it-in, Quest
Pretoria, MorelettaPark, looking to Employ a General Financial/Admin Assistant at one of their branches of operation
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client seeks a Personal Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The purpose provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient in Office Administration or Financial Services Administration in a Financial Service environment Excellent MS Office, Advanced Excel, Elite Client System or CRM Systems Must have excellent planning, organising
Pretoria, MorelettaPark, looking to Employ a General Financial/Admin Assistant at one of their branches of operation
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client seeks a Personal Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The purpose provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient in Office Administration or Financial Services Administration in a Financial Service environment Excellent MS Office, Advanced Excel, Elite Client System or CRM Systems Must have excellent planning, organising
hed Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient or Office Administration or Financial Services Administration in a Financial Service environment
Excellent MS Office, Advanced Excel, Elite Client System or CRM Systems
Must have excellent planning, organising support services to Financial Planner
General administration / Maintain CRM system, etc
Liaise
is necessary. Align databases and other systems for information to assist the work of Infrastructure Advisory the in-house Opportunity and Tender Management System (OTMS). Manage the tender preparation process for management and quality control of the Tender support information services and documentation for use by all offices listings, registration and policy documents, tender information etc.). Oversee the quality of output by the administrative Development team to ensure that the ProMan and OTMS systems are up-to-date and relevant. Facilitate and co-ordinate
to the Project Manager be responsible for the financial reporting and preparation of tenders as well as Focus Ares: Project management Quality compliance Financial reporting Key Responsibilities Document control register Assistance with the Quality Management System Organising training courses for the staff and associated extracting of information, noodles etc. Data capture and validation of information in programme systems in support level meetings as required – documentation, information registers, status reports, agendas, meeting minutes