Personal Assistant to Financial Planner Paarl
Well-established Financial client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM system
The overall purpose of the position is is to coordinate and plan resources effective and efficiently, whilst maintaining and updating reports on a daily, weekly and monthly basis. Astral, a leading South African poultry producer has this opportunity for a Production & Loigistics Administratopr a
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc
The overall purpose of the position is is to coordinate and plan resources effective and efficiently, whilst maintaining and updating reports on a daily, weekly and monthly basis. Astral, a leading South African poultry producer has this opportunity for a Production & Loigistics Administratopr a
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc
Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM system
administrative support to enable the Fiduciary Planner to implement and administer estate planning solutions
administrative support to enable the Fiduciary Planner to implement and administer estate planning solutions
limited to: Report under / over stocked stores to planner with action plan Prepare consolidations / direct Prepare post allocation report and present to planner weekly Action post allocations weekly Action new
limited to: Report under / over stocked stores to planner with action plan Prepare consolidations / direct Prepare post allocation report and present to planner weekly Action post allocations weekly Action new