responsibility for overseeing the administrative, operations and client services support to the Financial services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations Collation of all clients related information fees due to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems Preparation
responsibility for overseeing the administrative, operations and client services support to the Financial services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations Collation of all clients related information fees due to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems Preparation
investment entity based in La Lucia Durban. The company has a position available for an Personal Assistant crucial role in ensuring the smooth and efficient operation of our executive's schedules and activities, as
efficiency and precision, contributing to the smooth operation of our import/wholesale processes. WHO YOU ARE: Familiarity with retail/wholesale supply chain operations is advantageous. Accurately capture new orders