Wealth Advisor Assistant Paarl
Well-established Financial Services seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with qualification
At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial System or CRM Systems
Must have excellent planning, organising and time management skills
Must
business; Developing and presenting financial planning recommendations and/or alternatives to clients; implementation of financial planning recommendations; The monitoring of the financial planning recommendations; recommendations; Oversee the administration of a financial planning practice, including but not limited to compliance with at least 5 years, experience as a Personal Assistant, preferably, to the Financial Services industry least two-or-more years, experience as a Personal Assistant, preferably, but not limited to the Financial
Our client in Paarl is looking for a Financial Assistant to join their team. Requirements: Matric with Accountants Salaries / Commission Calculations Assist Accountants with General Financial Enquiries /
looking for a reliable and well-groomed individual to assist our male director in daily tasks in a well organizes
[matric]
Previous experience as a personal assistant will be advantageous
Own car available
In
Personal Assistant to Financial Planner Paarl
Well-established Financial client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience System or CRM Systems
Must have excellent planning, organising and time management skills
Must
specialists who assist entrepreneurs in growing their businesses.They are seeking a Personal Assistant for the Western Cape. How you'll role As the Personal Assistant to the Managing Director, you will ease and enhance overseeing the administration of the financial planning practice, including compliance, revisions, and existing business Developing and presenting financial planning recommendations and/or alternatives to clients implementation of financial planning recommendations The monitoring of the financial planning recommendations Oversee
The Role: We are looking for an Administrative Assistant to join our dynamic team in the accounting industry Communicating with clients and performing follow-ups Assisting the Sales Director with various tasks Drafting
specialists who assist entrepreneurs in growing their businesses.They are seeking a Personal Assistant for the Western Cape. How you'll role As the Personal Assistant to the Managing Director, you will ease and enhance overseeing the administration of the financial planning practice, including compliance, revisions, and existing business Developing and presenting financial planning recommendations and/or alternatives to clients implementation of financial planning recommendations The monitoring of the financial planning recommendations Oversee
specialists who assist entrepreneurs in growing their businesses.They are seeking a Personal Assistant for the Western Cape. How you'll role As the Personal Assistant to the Managing Director, you will ease and enhance overseeing the administration of the financial planning practice, including compliance, revisions, and existing business Developing and presenting financial planning recommendations and/or alternatives to clients implementation of financial planning recommendations The monitoring of the financial planning recommendations Oversee
specialists who assist entrepreneurs in growing their businesses.They are seeking a Personal Assistant for the Western Cape. How you'll role As the Personal Assistant to the Managing Director, you will ease and enhance overseeing the administration of the financial planning practice, including compliance, revisions, and existing business Developing and presenting financial planning recommendations and/or alternatives to clients implementation of financial planning recommendations The monitoring of the financial planning recommendations Oversee