electronic copies) with up-to-date tracking logs.
- Assist the project team in searching and retrieving d
and EPC Database.
Administration:
- Assist with various administrative functions in bid development
gaps
Primary
for Portfolio Managers and CRMs
Assistants align with the PCS CRMs to ensure complete pre-population
and monitor personal KPIs on NAV.
Request assistance and guidance from POM where KPI scores reflect
Marketing Support
Assist with the organization of client events in conjunction
RSVP management, event management etc.
Assisting Financial Planners at client events.
Function
effective in our clients lives and can facilitate and assist Financial Planning Partner(s).
Catering Equipment experience is an advantage Assisting clients, telephonically, via email and walk ins
Catering Equipment experience is an advantage Assisting clients, telephonically, via email and walk ins
copy files of data records and documents.
efficiently and professionally
promoting products/services to visitors and clients. Assist customers with inquiries, orders, and purchases
promoting products/services to visitors and clients. Assist customers with inquiries, orders, and purchases
Duties
Assist the Bid project manager when required and if capacity allows
Assist the Bid project