monthly targets
Basic sales related administration
Deliver superior member service
and Director of Commercial Operations. Relevant Financial Degree/Diploma NQF Level 6/7. Min 3 years' working
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
maintaining visitor logs. Assisting with a variety of administrative tasks including copying, faxing, taking notes and making travel plans. Preparing meeting and training rooms. Answering phones in a professional manner Assisting colleagues with administrative tasks. Performing ad-hoc administrative duties. Answering, forwarding mail. Scheduling appointments. A diploma in administration. Drivers licence. Demonstrated experience in
maintaining visitor logs. Assisting with a variety of administrative tasks including copying, faxing, taking notes and making travel plans. Preparing meeting and training rooms. Answering phones in a professional manner Assisting colleagues with administrative tasks. Performing ad-hoc administrative duties. Answering, forwarding mail. Scheduling appointments. A diploma in administration. Drivers licence. Demonstrated experience in
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
with a relevant tertiary qualification / further training Proficient in English Effective communication and accuracy; Professional and courteous; Administratively oriented and organised; Proficiency in Pastel
operations, controlling costs, and reporting on financial performance.
a relevant field of study, such as business administration. Post graduate honours or master's degree is Board of Directors. Collaborate directly with the Financial Director locally, in holistically steering the
achieve goals. Plan, organize, and manage office administrative activities such as scheduling appointments including monitoring expenditures, creating financial reports, and making recommendations for cost-saving