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.
looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). 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.
Investigating issues and requests received from Clients. Assisting with data manipulation, database changes and database
Accounting Diploma. Proven administration or assistant experience. Experience with Microsoft Office Programs
Investigating issues and requests received from Clients. Assisting with data manipulation, database changes and database
Scribe/Translator at Meetings, as and when required. Assist Plant Manager and Support. Services Manager - as
adhered to by the department. Where necessary, assist with picking or receiving functions. Where necessary
adhered to by the department. Where necessary, assist with picking or receiving functions. Where necessary
feedback to Sales Manager. 4. Administration Services: Assist the Debtors department with the following up of
to online mental health platform, medical aid assistance, funeral plan, and paid time off. Opportunities