Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's Taking and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM
Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's Taking and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM
giving their clients the assurance that the personal assistance they receive comes from years of advanced
very closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business
very closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business
in preparing Personal Income Tax calculations and submissions (under supervision). Assist in preparing
in preparing Personal Income Tax calculations and submissions (under supervision). Assist in preparing
for company and personal tax Maintaining fixed asset registers for clients Assisting clients with Pastel
the Protection of Personal Information Act(POPI ACT) Provide administration assistance to MD and FM Carry
the Protection of Personal Information Act(POPI ACT) Provide administration assistance to MD and FM Carry