right time, place, and price. The purpose of a Planner is to coordinate the flow of work and materials
The Central Events and Conferencing Office is a new unit created by Stellenbosch University. This unit sits outside the traditional University framework in a spin out company. An exciting career opportunity exists for a dynamic Events Co-ordinator to help further grow the business. The main purpose
The Central Events and Conferencing Office is a new unit created by Stellenbosch University. This unit sits outside the traditional University framework in a spin out company. An exciting career opportunity exists for a dynamic Events Co-ordinator to help further grow the business. The main purpose
Personal Assistant to Financial Planner Paarl
Well-established Financial client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM system
messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming details client queries/requests / instructions. Involving planner when advice and / or intermediary service required the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during part of implementation on instructions from the planner, post-client appointments Preparing and submitting
messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming details client queries/requests / instructions. Involving planner when advice and / or intermediary service required the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during part of implementation on instructions from the planner, post-client appointments Preparing and submitting
education or courses. The PA supports the Financial Planner in providing the required levels of client services operations and client services support to the Financial Planner and is the liaison person between the Financial queries, reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow client requirements on behalf of the Financial Planners. Adhere to the culture and principles of Treating documentation for engagement between Financial Planner and insurance client. FICA and AML capture and
education or courses. The PA supports the Financial Planner in providing the required levels of client services operations and client services support to the Financial Planner and is the liaison person between the Financial queries, reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow client requirements on behalf of the Financial Planners. Adhere to the culture and principles of Treating documentation for engagement between Financial Planner and insurance client. FICA and AML capture and
Security Industry Industry experts in the Security (Access Control) sector are looking for an all- round Personal organising meetings and appointments, controlling access to the manager/executive Acting as a first point
individual to join as Community Host and Events Planner. The successful candidate will be the face of our