Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system
Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system
to identify variances and areas for improvement. Assist with budgeting, forecasting, and financial planning accuracy of financial information and assist with decision-making. Assist with approvals and review of financial
to identify variances and areas for improvement. Assist with budgeting, forecasting, and financial planning accuracy of financial information and assist with decision-making. Assist with approvals and review of financial