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
Resources, or related field (master's preferred). Driver's License. Proven experience in a senior training
Resources, or related field (master's preferred). Driver's License. Proven experience in a senior training
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
leading and guiding the sales organization. Valid driver's license and clean driving record required. Willingness
leading and guiding the sales organization. Valid driver's license and clean driving record required. Willingness
and explanations. Prepare/assist monthly cashflow analysis. Prepare/assist quarterly profit forecasts
and explanations. Prepare/assist monthly cashflow analysis. Prepare/assist quarterly profit forecasts
Scribe/Translator at Meetings, as and when required. Assist Plant Manager and Support. Services Manager - as