It System Support Jobs in Durban
- Durban (2)
- Durban North (2)
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Partner Assistant
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Durban North
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required administrative, operations and client services support to the Financial Planning Partner and is the liaison of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required administrative, operations and client services support to the Financial Planning Partner and is the liaison of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align
Paraplanner Durban
Catch RecruitDurban
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant the compliance officer timeously. Operational support for Portfolio Managers and Client Relationship compliant to mandate). NAV (internal software), IT, Systems and KPIs All client records and tasks to be managed understanding of information available on NAV to support the Financial Planning Partner(s). Liaise and orientate
Risk Consultant Durban
Catch RecruitDurban
appointment. Maintain and develop client relationships. Support and contribute to company initiatives to communicate
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