looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career opportunity 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 and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
currently looking to appoint an Administrative Assistant, to be based in Port Elizabeth. A wonderful career office support duties for Brokers and Management. Assist with General Office duties, such as software back printer, overseeing of office stationery orders and assistance with marketing and client / stakeholder relationship of any client queries / challenges / problems. Assist, upskill and communicate any new areas with regards areas and updating of pages / documents / webparts. Assist, upskill and communicate any new areas of development
Reference: PE002413-RB-1 Our client in the FMCG / Manufacturing industry is currently looking to employ an experienced
Reference: PE002413-RB-1 Our client in the FMCG / Manufacturing industry is currently looking to employ an experienced
through. Ensuring prompt serving of customers (Assist potential customers and maintain efficient relationships sales, technical, internal sales staff and shop assistants who face the customer as well as the back office
through. Ensuring prompt serving of customers (Assist potential customers and maintain efficient relationships sales, technical, internal sales staff and shop assistants who face the customer as well as the back office
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: validate and process withdrawals for clients daily. Assist with the opening of new accounts in line with business Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: validate and process withdrawals for clients daily. Assist with the opening of new accounts in line with business Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on