Medical Aid Administration Industry or similar to assist the Fund Management department and the Executive execution of these tasks post/prior to meetings. Assist Fund Manager or Scheme Manager in the preparation appropriately documented, version controlled, and stored centrally. Maintain accurate Board and Committee contract register and ensure all contracts are stored in a central location. Perform any other ad hoc
Medical Aid Administration Industry or similar to assist the Fund Management department and the Executive execution of these tasks post/prior to meetings. Assist Fund Manager or Scheme Manager in the preparation appropriately documented, version controlled, and stored centrally. Maintain accurate Board and Committee contract register and ensure all contracts are stored in a central location. Perform any other ad hoc
closely with the Financial Planning Partner and 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 Planning Partner in the financial planning Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager
Perform analysis using financial models/datasets Assist in marking up and preparing various reports and Develop company's financial modelling competencies Assist with business development and general project management
products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and
products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and
Sales Team Leader to action the management KPI's Assist in client proposals, ensuring their needs are met
environment and ensure dynamic website development. Assist with ad hoc requirements and streamline processes