looking to employ an Internal Sales Person/ Sales Assistant. Job Overview: Provide direct support to the Account with vendors/clients to the company's benefit. Produce detailed costings for customers and ensuring the
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 review template. Client review preparation by producing and checking the Client Consolidated Reports (CCR) 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
capture data information (capturing sheets, etc.). Produce clients' comprehensive wealth position. Combine 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
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 review template. Client review preparation by producing and checking the Client Consolidated Reports (CCR) 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
coordination and control of production. Endeavour to produce as much as possible at the lowest possible cost
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 review template. Client review preparation by producing and checking the Client Consolidated Reports (CCR) 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
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 review template. Client review preparation by producing and checking the Client Consolidated Reports (CCR) 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
Computer builds (standard company build policies). Assistance with office setup and IT configurability in all calls logged and determine patterns to pro-actively assist with future support. Use IT Management information Company Development Personal and Team Competencies Assist with finance and lease procurement, including acquiring agreements, etc. Assist with office procurement, logistics, IT, phone, network procurement, etc. Assist with refurbishment refurbishment of offices in line with budget. Assist with management of all 3rd parties, compare quotes
Marketing: Whilst the marketing material, etc. will be produced at Head Office, there are certain responsibilities
Marketing: Whilst the marketing material, etc. will be produced at Head Office, there are certain responsibilities