communicating messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming This includes administrative preparations for financial planning, reviews, and other appointments up to to the stage where the para-planner or financial planner takes over (including the use of ASTUTE) Assisting workflows – initiate, follow all steps, complete Consultant: Monique Coetzee - Dante Personnel Pretoria Silver
communicating messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming This includes administrative preparations for financial planning, reviews, and other appointments up to to the stage where the para-planner or financial planner takes over (including the use of ASTUTE) Assisting workflows – initiate, follow all steps, complete Consultant: Monique Coetzee - Dante Personnel Pretoria Silver
Transfers Experience with Bonds will be an advantage Consultant: Halisje Crous - Dante Personnel East Rand Apply
Outlook) Familiarity with CRM software tools Consultant: Marelize Bester - Dante Personnel Pretoria Silver
Outlook) Familiarity with CRM software tools Consultant: Marelize Bester - Dante Personnel Pretoria Silver
a field service coordinator or a similar role Consultant: Angela Heydenreich - Dante Personnel East Rand
included Experience with Ghost Practice preferred Consultant: Stephnie Taljaard - Dante Personnel Cape Town
Fluency in Afrikaans and English - non-negotiable Consultant: Stephnie Taljaard - Dante Personnel Cape Town
Fluency in Afrikaans and English - non-negotiable Consultant: Stephnie Taljaard - Dante Personnel Cape Town
Fluency in Afrikaans and English is non-negotiable Consultant: Stephnie Taljaard - Dante Personnel Cape Town