SharePoint, One Drive, Teams, To-do/ Planner, Adobe, X Plan, Canva).
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint SharePoint, One Drive, Teams, To-do/ Planner, Adobe, X Plan, Canva). Exceptionally strong admin skills. Super Maintain and update the overall CRM System, including X-plan and making sure it is current, correct and updated and communicate any new areas with regards to X-plan or Office 365 or products, etc. where the Brokers training / CPD points. Weekly compliance updates and X-plan reports. Addressing compliance related queries from
or related field.
Finance
Compliance Administrator for our client within the Financial Services industry. Based in Randpark Ridge Please other QA when needed. Requirements Diploma within financial services/insurance/similar Strong Discovery Product
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint SharePoint, One Drive, Teams, To-do/ Planner, Adobe, X Plan, Canva). Exceptionally strong admin skills. Super Maintain and update the overall CRM System, including X-plan and making sure it is current, correct and updated and communicate any new areas with regards to X-plan or Office 365 or products, etc. where the Brokers training / CPD points. Weekly compliance updates and X-plan reports. Addressing compliance related queries from
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client seeks a Personal Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The purpose provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient in Office Administration or Financial Services Administration in a Financial Service environment Excellent Client System or CRM Systems Must have excellent planning, organising and time management skills Must be
University's Central Compliance Management Implementation Plan in the divisions; Support management to Identify manage compliance obligations in the divisions; Plan and facilitate compliance workshops for the assessment compliance; Document Compliance Risk Management Plans (CRMPs) of the prioritised compliance risks centralised the divisions; Develop compliance risk monitoring plans and conduct independent monitoring in line with equivalent – NQF 7 plus Legal qualification / Occupational Certificate: Compliance Officer NQF 6 with a CISA
Experience
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