interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: Operational Support (10%) Support the Centre with general office management tasks including reception and process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on tertiary qualification in a related field advantageous 2-3 year's experience in an Operations and Client Services
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: Operational Support (10%) Support the Centre with general office management tasks including reception and process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on tertiary qualification in a related field advantageous 2-3 year's experience in an Operations and Client Services