Finance Manager for ad hoc administrative duties Other ad hoc administrative and financial functions as
Finance Manager for ad hoc administrative duties Other ad hoc administrative and financial functions as
90% face to face visits, problem solving and administrative follow up. •Collaborate with Sales, Finance
established Wealth Managers with all the technical administration that needs to be done to help them prepare planning ideally doing all the relevant technical administration and support. A qualification in financial planning
established Wealth Managers with all the technical administration that needs to be done to help them prepare planning ideally doing all the relevant technical administration and support. A qualification in financial planning
leads. To follow up on client requests. General administration. Sales-driven. Confident and people-focused
and be able to meet deadlines.
selections for daily planners Assist with general administration Allocate ISBNs on ISBN list Check covers Check Team player: Can function as part of a team. Administration and organizational skills: Has the ability
selections for daily planners Assist with general administration Allocate ISBNs on ISBN list Check covers Check Team player: Can function as part of a team. Administration and organizational skills: Has the ability
support. Key Tasks Sales Marketing Client Support Administration Week-end-Duty S pecific Tasks and Standards: deliveries when required - Accurate and timeously. Administration: Client Visitation Planning - Daily, weekly