administration and organisational skills; General Office administration; Must be able to handle large volumes
support services to Financial Planner
General administration / Maintain CRM system, etc
Liaise
Provide support services to Financial Planner General administration / Maintain CRM system, etc Liaise with
support services to Financial Planner
General administration / Maintain CRM system, etc
Liaise
Provide support services to Financial Planner General administration / Maintain CRM system, etc Liaise with
Administrator/Receptionist to assist in general administration as well as being the first point of contact
visitors and clients Proforma invoices General administration Requirements: Senior Certificate Matric
visitors and clients Proforma invoices General administration Requirements: Senior Certificate Matric
documentation, reports or correspondence – General administrative and clerical support – Maintaining appointment
training courses for CPD accreditations
- General administration duties (filing, emails, copies, binding