seeking the services of an experienced Financial Services Assistant. This is a well-established and growing
Our well-established client in the Financial Services sector based in Kloof, Durban is seeking the services of an experienced Advisory Assistant. This role will suit a candidate who has thorough knowledge of Financial Services industry. The ideal candidate will have strong administrative skills and
Well-established Financial Services client seeks a Personal Assistant to Financial Planner / Administrative
Knowledge of invoicing processes and financial regulations. Assisting with quotes. Receiving and compiling
Processes Assisting in establishing financial goals and objectives Assisting in establishing the Annual Operating
documentation and filing systems. Financial Administration: Assist with budgeting, expense reporting
/ insurance and financial services industry" requires a half day Personal Assistant for the Belville due to the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with support the Financial Planner. Track and monitor personal KPIs on NAV. Request assistance and guidance
/ insurance and financial services industry" requires a half day Personal Assistant for the Belville due to the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with support the Financial Planner. Track and monitor personal KPIs on NAV. Request assistance and guidance
para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during
para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during