Salespeople at their Richards bay branch. Counter Sales Assist walk in customers as well as per email and telephonically
2024 with a dispensing license. If you are able to assist please send the following.
Updated CV
for reviews when relevant. Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager reporting, opportunities and Asset v Revenue reports to assist the Partner and identify opportunities in the client
accounting firm seeks to employ a bookkeeper/tax assistant to join their team. MINIMUM REQUIREMENTS – Grade
with this)
and application expertise to customers;
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.
on client sites with support from Head Office. Assist in managing payroll outsourcing division. Must
billing issues
Personnel files are maintained and up to date