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.
service delivery levels on campus· Hold team members accountable to the highest level of service delivery
service delivery levels on campus· Hold team members accountable to the highest level of service delivery
Management (Debtors, Creditors, Cash, Inventory). Assist with banking relations and manage an optimal financing submissions to the relevant authorities. Prepare and assist with group and company monthly, quarterly, and
Management (Debtors, Creditors, Cash, Inventory). Assist with banking relations and manage an optimal financing submissions to the relevant authorities. Prepare and assist with group and company monthly, quarterly, and
environment of which 3-5 years should be at Management level will secure. A wonderful career opportunity awaits environment of which 3-5 years should be at Management level. Computer Literacy (MS Office Suite; SAP, ERP Systems problems creatively whilst demonstrating a high level of integrity in line with the company core values
and work irregular hours. Key Responsibilities: Assist in the planning, executing, and optimizing of marketing reports and analysis to the marketing manager. Assist in creating and editing marketing collateral, including
and work irregular hours. Key Responsibilities: Assist in the planning, executing, and optimizing of marketing reports and analysis to the marketing manager. Assist in creating and editing marketing collateral, including
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.
needs, identified opportunities or current stock levels. Visit customers on a regular basis as per call