looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career always expected and required. Time management: ability to manage time and tasks to ensure deadlines are 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
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially or capturing of client payments and requests. As part of financial planning process: Cash flow and performance different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially or capturing of client payments and requests. As part of financial planning process: Cash flow and performance different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any
Driver's license. Professional registration (full or part) would be useful but not required , for example Management (Debtors, Creditors, Cash, Inventory). Assist with banking relations and manage an optimal financing submissions to the relevant authorities. Prepare and assist with group and company monthly, quarterly, and
Driver's license. Professional registration (full or part) would be useful but not required , for example Management (Debtors, Creditors, Cash, Inventory). Assist with banking relations and manage an optimal financing submissions to the relevant authorities. Prepare and assist with group and company monthly, quarterly, and
looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career always expected and required. Time management: ability to manage time and tasks to ensure deadlines are 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