renewals
Assistant supports the Financial Planning Partner(s) in providing the required levels of client services processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business
Assistant supports the Financial Planning Partner(s) in providing the required levels of client services processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business
Assistant supports the Financial Planning Partner(s) in providing the required levels of client services processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business
Requirements:
client requirements either via call centre or over e-mail advising on suitable options in line with customer
client requirements either via call centre or over e-mail advising on suitable options in line with customer
overtime, payslips, provident fund statements, IRP5's etc. Assist with document control and signature for SETA correspondence / Equity correspondence / UI19's etc.) Recruitment and Selection Provide support in
overtime, payslips, provident fund statements, IRP5's etc. Assist with document control and signature for SETA correspondence / Equity correspondence / UI19's etc.) Recruitment and Selection Provide support in
Office skills, including Word, Excel and PowerPoint. E excellent organisational, logistical and time management