Personal Assistant to Financial Planner Paarl
Well-established Financial Services client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient Requirement:
Grade 12 with an Office or Business Management qualification
At least 5+ years experience in Office Administration or Financial Services Administration in a Financial Service environment
Excellent
in the financial services industry is currently looking to appoint an Administrative Assistant, to be and office support duties for Brokers and Management. Assist with General Office duties, such as software printer, overseeing of office stationery orders and assistance with marketing and client / stakeholder relationship Brokers and management informed at all times of any client queries / challenges / problems. Assist, upskill business (brokers and management) on regulatory changes which may impact compliance management within the business
Our well-established client in the Financial Services sector based in Kloof, Durban is seeking the services Advisory Assistant. This role will suit a candidate who has thorough knowledge of Financial Services & Qualification Matric Degree or Diploma in Financial Services and/or RE5 certification will be an advantage
Personal Assistant (To Managing Director) - Stellenbosch - Western Cape The Personal Assistant (PA) will will work directly with the Managing Director. This role is pivotal in ensuring that the MD's time is optimized of contact for the MD with internal and external Manage emails, information, and other communications; meetings, and provide reminders Act as ‘follow-up Manager' across the Board and Senior Leadership Team to Senior management team Deliver timely and outstanding satisfaction Requirements: Personal Assistance qualification
Record keeping of stock Maintaining storestock Assisting with various reconciliations Adhoc duties as required
Our client in the Financial Services sector based in Umhlanga, Durban is seeking the services of an experienced experienced Assistant / Financial Services Administrator to assist a Wealth and Portfolio Manager. This role suit a candidate who has a thorough knowledge of Financial Services industry. The ideal candidate will have diploma in Financial Services would be an advantage At least 5 years' experience in the financial services
support for Financial Planners? Is this you? You've worked in a support role supporting Financial Advisors settle in your new role and grow in the world of financial planning. What you'll be doing (and why you'll investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well established established and focuses on managing an existing client base and not too much on new client acquisition
Personal Assistant (To Managing Director) - Stellenbosch - Western Cape The Personal Assistant (PA) will will work directly with the Managing Director. This role is pivotal in ensuring that the MD's time is optimized of contact for the MD with internal and external Manage emails, information, and other communications; meetings, and provide reminders Act as ‘follow-up Manager' across the Board and Senior Leadership Team to Senior management team Deliver timely and outstanding satisfaction Requirements: Personal Assistance qualification
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client seeks seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient Business Management qualification At least 5 years experience in Office Administration or Financial Services Services Administration in a Financial Service environment Excellent computer skills: MS Office, Advanced
PERSONAL ASSISTANT to CHAIRPERSON - Starting Date: ASAP Tshwane (Pretoria) , Gauteng PERSONAL ASSISTANT to Transport Acting as a First point of Contact Managing Diaries, Organising Meetings & Appointment