Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative 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
Personal Assistant needed Education qualifications: Grade 12 Computer Literacy Work Experience: 1-2 years’ time to time. Salary: R10 000 The post Personal Assistant appeared first on freerecruit.co.za .
Casual Sales Assistant We are looking for energised, outdoor enthusiasts to join our store on a “flexi-time” “flexi-time” basis to assist in: Sales Generation Customer Service Housekeeping & Cleanliness Additional joining our winning team? The post Casual Sales Assistant appeared first on freerecruit.co.za .
a result driven Junior Bookkeeper / Accounts Assistant, who will work alongside their Foreign Operations
Foreign Operations Junior Bookkeeper / Accounts Assistant to be based in Westville, Durban, who would be capture invoices Prepare all payments requisitions Assist with maintaining fixed asset records Prepare the requirements Liaise and conclude audit queries Assisting with debtors recovery Minimum Education – Finance
of all stocks, Stock enquirers Monthly reporting Assist with back deliveries of certificates Dispatching Availability of stock Management of stock enquirers Assistance regarding delivery Preparations for loading instructions
members and delivering exceptional customer service assistance.
Key Performance Areas i
telephones
closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) 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
datasets (e.g., data analysis, trend analysis) To assist in marking up and preparing various reports and modelling competencies To assist with new business development e.g. tenders To assist with general project
financial aspects both strategically and operationally Assists CEO with decision making CA / CIMA 3 Years Experience