Financial Broker based in Kloof is looking for a PA / Admin Assistant with financial services / investment Errands Presentations & spreadsheets Preparation of appointment files Flight Bookings and travel arrangements training Draft Client Advise Record (CAR) and present to the Financial Advisor for overview and signature
Financial Broker based in Kloof is looking for a PA / Admin Assistant with financial services / investment Errands Presentations & spreadsheets Preparation of appointment files Flight Bookings and travel arrangements training Draft Client Advise Record (CAR) and present to the Financial Advisor for overview and signature
completed SAICA, SAIPA or CIMA articles. AGA(SA) or PA(SA) an advantage. Experience with CaseWare, Xero
ensuring that all the equipment is functional. To present training material at the appropriate level in relation into account any potential learning barriers presented by language, cultural, socio-economic, and other utilising marketing opportunities during the presentation of training. To engage in continuous self-development
ensuring that all the equipment is functional. To present training material at the appropriate level in relation into account any potential learning barriers presented by language, cultural, socio-economic, and other utilising marketing opportunities during the presentation of training. To engage in continuous self-development
contribute to informed decision-making. Prepare and present detailed investment proposal reports for consideration services and products, while actively engaging in presentations and networking activities to foster industry and Supervising. Persuading and Influencing. Presenting and Communicating Information. Planning and Organising
ensuring that all the equipment is functional. To present training material at the appropriate level in relation into account any potential learning barriers presented by language, cultural, socio-economic, and other
ensuring that all the equipment is functional. To present training material at the appropriate level in relation into account any potential learning barriers presented by language, cultural, socio-economic, and other
development and enhancement of training materials, presentations, and resources to ensure they are current, relevant methodologies preferred. ● Excellent communication, presentation, and interpersonal skills, with the ability
development and enhancement of training materials, presentations, and resources to ensure they are current, relevant methodologies preferred. ● Excellent communication, presentation, and interpersonal skills, with the ability