interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: stationery / office refreshments for all offices in the Company. Monitor the central e-mail accounts. Receive, 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
efficiencies and minimize risk to the company. Liaises with and assists Planning with the verification of spending occurs within budgetary limits and the company's financial guidelines, report deviations to direct
Purpose The purpose of this temporary role is to assist in the enhancement and management of cost-effective Identify financial and business risks to the company and escalate accordingly. Provide clinical support within the department. Strive to demonstrate the company's values daily. Engage in hospital visits where
Purpose The purpose of this temporary role is to assist in the enhancement and management of cost-effective Identify financial and business risks to the company and escalate accordingly. Provide clinical support within the department. Strive to demonstrate the company's values daily. Engage in hospital visits where
efficiencies and minimize risk to the company. Liaises with and assists Planning with the verification of spending occurs within budgetary limits and the company's financial guidelines, report deviations to direct
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 and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems: Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect
limited to: Provide basic technical support and assistance to end-users or clients in an on-site. Kindly
trainees PSR/TSR's and assisting in the assessment process. Provide technical assistance to staff members (where
expectations but not limited to: Logging IT issues and assisting with trouble shooting. Reporting on absenteeism including communication to training department. Assist with referring agents for training when necessary
expectations but not limited to: Logging IT issues and assisting with trouble shooting. Reporting on absenteeism including communication to training department. Assist with referring agents for training when necessary