Administration (typing, scanning, filing etc.) Maintain document versions and record keeping in line with ISO
Administration (typing, scanning, filing etc.) Maintain document versions and record keeping in line with ISO
Purpose of role: Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office a
Purpose of role: Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office a