Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The responsibility for overseeing the administrative, operations and client services support to the Financial Planning person between the practice and the regional office / head office. Categories: Client Services Implementation full responsibility for the implementation of administrative processes and controls in the Financial Planning
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The responsibility for overseeing the administrative, operations and client services support to the Financial Planning person between the practice and the regional office / head office. Categories: Client Services Implementation full responsibility for the implementation of administrative processes and controls in the Financial Planning