looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career 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 venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
Accounting Diploma. Proven administration or assistant experience. Experience with Microsoft Office Programs
Contractor management. Environmental management. Assist with ISO implementation. Facilitate health and
Contractor management. Environmental management. Assist with ISO implementation. Facilitate health and
detailed calculations to compute establish manufacturing, construction and installation standards and
and explanations. Prepare/assist monthly cashflow analysis. Prepare/assist quarterly profit forecasts
and explanations. Prepare/assist monthly cashflow analysis. Prepare/assist quarterly profit forecasts
adhered to by the department. Where necessary, assist with picking or receiving functions. Where necessary
adhered to by the department. Where necessary, assist with picking or receiving functions. Where necessary
to online mental health platform, medical aid assistance, funeral plan, and paid time off. Opportunities