Portfolio Managers and CRMs
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.
Recovery Reports, 6. Ensure Recovery process and Codes of Practice are adhered to, 7. Analysis of Quality affiliated to your department, 9. Ensure departmental Codes of Practice are adhered to, 10. Management of capacity capacity planning, 11. Workload overflow assistance, 12. Attend meetings with the CRC General Manager 13. You may, from time to time, be required to assist with other tasks outside of these KPAs. GENERAL Always be correctly dressed as per the company dress code policy. 7. Ensure that all jobs issued to you are
Recovery Reports, 6. Ensure Recovery process and Codes of Practice are adhered to, 7. Analysis of Quality affiliated to your department, 9. Ensure departmental Codes of Practice are adhered to, 10. Management of capacity capacity planning, 11. Workload overflow assistance, 12. Attend meetings with the CRC General Manager 13. You may, from time to time, be required to assist with other tasks outside of these KPAs. GENERAL Always be correctly dressed as per the company dress code policy. 7. Ensure that all jobs issued to you are
with clients by scheduling vehicle appointments, assisting with customer check-ins, and conducting follow-ups contacted and considered. If you are not contacted within 14 days, kindly consider your application unsuccessful
with clients by scheduling vehicle appointments, assisting with customer check-ins, and conducting follow-ups contacted and considered. If you are not contacted within 14 days, kindly consider your application unsuccessful
considered and contacted. If you are not contacted within 14 days, kindly consider your application unsuccessful
considered and contacted. If you are not contacted within 14 days, kindly consider your application unsuccessful
Candidate must have their own car as well as a valid drivers license - Must be well presented and have excellent
Candidate must have their own car as well as a valid drivers license - Must be well presented and have excellent