Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing client services support to the Financial Planning Partner and is the liaison person between the practice reporting etc). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on
class software and globally renowned suppliers and partners to deliver services and solutions to their clients information from management systems to identify areas of possible improvement and risk. • Plan and perform special systems analysed, interpreted to identify areas of possible improvement or risk. • Monthly/ ad hoc reports • Data of findings analysed and interpreted. • Possible solutions proposed. Operations : • All requests
Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing client services support to the Financial Planning Partner and is the liaison person between the practice reporting etc). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on
house to process orders from our distribution partners and producing client stock reports. You will also
Sales Co-Ordinator to join their team as soon as possible. In this position, you will be tasked with executing Quickbooks (Advantageous) Starting date : As soon as possible Location: Blackheath, Cape Town Salary : R9 000-R12
Sales Co-Ordinator to join their team as soon as possible. In this position, you will be tasked with executing Quickbooks (Advantageous) Starting date : As soon as possible Location: Blackheath, Cape Town Salary : R9 000-R12
RCC meetings Assist with Technical queries to partners and managers Identify areas of training based Comfortable interacting with senior staff and partners Working knowledge of CaseWare, Excel, Word, Pastel
to in the shortest possible time and in the most effective and safest manner possible MAIN RESPONSIBILITIES:
excellent customer service Delivering the highest possible quality of work Good communication skills Analytical
and Thursdays) for a person to start as soon as possible. Key features of the dental practice are: Implants