administrative assistance, personal assistance, diary management, and clerical skills of the CEO. The role would CEO in both his personal and business concerns managing both private life and business duties. The successful and external interactions. Responsibilities: 1. Manage the calendar, meetings, and daily schedules of of the executive, ensuring efficient time management and prompt handling of all appointments and commitments items as necessary. 6. Screen, prioritize, and manage incoming correspondence, including emails, letters
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
warehouse processes. Strong organizational and time management skills. Excellent communication and interpersonal