Key Responsibilities:
German
PA/Executive Assistant role supporting top-level management.
commission module linked to CRM) and PPs.
Manage commission suspense accounts aligned to compliant
Operational support for Portfolio Managers and CRMs
Assistants align with the
client demographic data on client relationship management system XPlan.
Client financial data capture
communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
Extensive use of XPlan notes and tasks to manage client records and organization of practice.
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner. 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 Financial Planner. 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
PowerPoint
organizational skills and time management skills Duties will include, but not limited to: Manage the CEO's calendar anticipate scheduling conflicts to optimize time management Serve as the primary point of contact for internal (e.g., online research, social media, networking events). Develop and execute lead generation strategies
the right direction by ensuring that the Senior Management you are assisting is on top of everything. You cross-functional projects, manage administrative functions, implement strategic initiatives, and manage executive email PA/Executive Assistant role supporting top-level management. Experience working closely with senior-level internal and external stakeholders. Expertise in Managing Executive / CEO's calendar. Competencies: Fluent PowerPoint, Outlook) and other relevant software. Time management and meeting deadlines, and efficiently handle
the right direction by ensuring that the Senior Management you are assisting is on top of everything. You cross-functional projects, manage administrative functions, implement strategic initiatives, and manage executive email PA/Executive Assistant role supporting top-level management. Experience working closely with senior-level internal and external stakeholders. Expertise in Managing Executive / CEO's calendar. Competencies: Fluent PowerPoint, Outlook) and other relevant software. Time management and meeting deadlines, and efficiently handle