hardworking and motivated Assistant for their Financial Planner / Advisor Our client, based in Greenpoint, Cape their Financial Planner / Advisor Provide holistic administrative support to financial advisor. Manage
/>The Personal Assistant will support the Financial Advisor in providing the required levels of client
operations and client services support to the Financial Advisor and is the liaison person
between the
queries, reporting etc).
Liaison between Financial Advisor and product providers (PPs).
Equipped
delivery of client requirements on behalf of the Financial Advisor
Adhere to the culture and principles
preparation of documentation for engagement between Financial Advisor and client.
FICA and AML capture and
essential The Personal Assistant will support the Financial Advisor in providing the required levels of client operations and client services support to the Financial Advisor and is the liaison person between the practice queries, reporting etc). Liaison between Financial Advisor and product providers (PPs). Equipped to follow delivery of client requirements on behalf of the Financial Advisor Adhere to the culture and principles of Treating preparation of documentation for engagement between Financial Advisor and client. FICA and AML capture and checking
essential The Personal Assistant will support the Financial Advisor in providing the required levels of client operations and client services support to the Financial Advisor and is the liaison person between the practice queries, reporting etc). Liaison between Financial Advisor and product providers (PPs). Equipped to follow delivery of client requirements on behalf of the Financial Advisor Adhere to the culture and principles of Treating preparation of documentation for engagement between Financial Advisor and client. FICA and AML capture and checking
articles
Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays,
Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays,
support decision-making.
Accounting Manager (CA(SA))
R750k-R900k per annum
Cape Town(fully office based)
Purpose
We are seeking a highly skilled and detail-oriented Chartered Accountant to join our mid-sized financial advisory fir