through. Ensuring prompt serving of customers (Assist potential customers and maintain efficient relationships sales, technical, internal sales staff and shop assistants who face the customer as well as the back office Manage the Receiving and Distribution processes. Administration: Sign off every credit note and purchase order
looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career opportunity full responsibility for the implementation of administrative processes and controls in the Financial Planning client file checklist & lodgment rules. Administration relating to client transfer and new business 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
prioritises logged requests for assistance from users requiring assistance with catalogue of services requests monitors, keyboards, printers and disk drives Assists with set up and support for venues on campus or issues identified. 3. Information Technology Administrative Functions: Liaises with service provides on
Proficiency in Excel and Word packages and excellent administrative abilities. Highly organised and detail-oriented 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
Proficiency in Excel and Word packages and excellent administrative abilities. Highly organised and detail-oriented 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
(new customers). Set target per month to be met. Assist and plan ad hoc Sales Drives. Following up on outstanding documents. Handle and process all paperwork and administration relating to new customers and existing customers
(new customers). Set target per month to be met. Assist and plan ad hoc Sales Drives. Following up on outstanding documents. Handle and process all paperwork and administration relating to new customers and existing customers
looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business 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
loading new suppliers and verification. Provide administrative approval and control over EFT usage. Liaise and explanations. Prepare/assist monthly cashflow analysis. Prepare/assist quarterly profit forecasts
loading new suppliers and verification. Provide administrative approval and control over EFT usage. Liaise and explanations. Prepare/assist monthly cashflow analysis. Prepare/assist quarterly profit forecasts