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.
Portfolio Managers and CRMs
implement learning and development initiatives •Assist in managing organizational change by supporting
implement learning and development initiatives •Assist in managing organizational change by supporting
maintain relationships with training institutes; Assist training institutes with stocktakes, ordering process process and clinic day preparation and execution; Assist students with the ordering process; Drive students EDSA Staff and Stockists; Assist with ongoing recommendations to drive in store experience for both Retail Retail and Professional lines; Assist Sales team with stockist training histories and requirements; Research Research competitors' innovations, trends, and pricing; Compile and submit monthly reports to Education
maintain relationships with training institutes; Assist training institutes with stocktakes, ordering process process and clinic day preparation and execution; Assist students with the ordering process; Drive students EDSA Staff and Stockists; Assist with ongoing recommendations to drive in store experience for both Retail Retail and Professional lines; Assist Sales team with stockist training histories and requirements; Research Research competitors' innovations, trends, and pricing; Compile and submit monthly reports to Education
aspects of the bakery department within the retail store, ensuring the production of high-quality baked goods high-quality ingredients and equipment at competitive prices Monitor bakery sales performance, analyze trends
aspects of the bakery department within the retail store, ensuring the production of high-quality baked goods high-quality ingredients and equipment at competitive prices Monitor bakery sales performance, analyze trends
er Engagement:
admin skills, be proficient on CAD and Excel. Pricing tenders Joinery Design on CAD Back up sales Dealing