Assistant Accounts Jobs in South Africa

Financial Partner Cpt - Cbd NEW

 Headhunters

Cape Town City Centre

looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect practice attributes on NAV. Marketing Support: Assist with the organization of client events in conjunction

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