to take phone calls, book meetings and assist clients, Packing of orders that need to be couriered, Manage
to take phone calls, book meetings and assist clients, Packing of orders that need to be couriered, Manage
Responsibilities:
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others.
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 processes. Preparation of month end reconciliation packs for Finance. 3. Important Relationships Reports 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. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in company Preparation of month end reconciliation packs for Finance Other Duties (5%) Contribute actively Engagement with Financial Planning Partners and their Assistants 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 processes. Preparation of month end reconciliation packs for Finance. 3. Important Relationships Reports 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. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in company Preparation of month end reconciliation packs for Finance Other Duties (5%) Contribute actively Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
dispatching of trucks Supervision of order picking and packing Receiving of goods Tracking of dispatched trucks
office-related matters. Coordinating activities, agenda, and packs of the EXCO, Board, and other committee meetings