looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career others. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect practice attributes on NAV. Marketing Support: Assist with the organization of client events in conjunction
payment request. Vehicle purchase payment request. Assist with floorplan audit. Natis control – used vehicles lighter & iPod cable control. Assisting with client queries. Assisting with general admin if required requested per vehicle. Assisting new vehicle manger with new vehicle buy outs. Assisting with internal stock stock audit. Assisting manager with stock ordering. Regulating vehicles given out on loan – loan forms. price differences. Assist sales managers & accountant with general queries. Assist sales executives
payment request. Vehicle purchase payment request. Assist with floorplan audit. Natis control – used vehicles lighter & iPod cable control. Assisting with client queries. Assisting with general admin if required requested per vehicle. Assisting new vehicle manger with new vehicle buy outs. Assisting with internal stock stock audit. Assisting manager with stock ordering. Regulating vehicles given out on loan – loan forms. price differences. Assist sales managers & accountant with general queries. Assist sales executives
general merchandising and building of displays. Research sources for developing prospective customers and
confirming logical sequence and flowcharts, researching and employing established operations. Verifies
general merchandising and building of displays. Research sources for developing prospective customers and
opportunities to expand the customer base. Conduct market research to stay updated on industry trends and competitor
opportunities to expand the customer base. Conduct market research to stay updated on industry trends and competitor
developments. Plans, supervises and implement research methodologies and procedures to apply principles construction costs. Plans, supervises and implement research and methodologies, and procedures to apply principles
related receipt documents. Assist with Stock control and stock forecasting. Assist with month end Stock counts Company requirements. Assist with reporting and managing Product Non-Conformances. Assist with quality and requirements in accordance with Company needs. Assist with various administrative tasks regarding product store has the required COA and or MSDS sheets. Assist with arranging of tests on various products. Manage product portfolio. Office Support and Communication: Assist with procurement of consumable / office items for