(including all transactions, queries, reporting etc.). Liaison between Financial Planner and product the solution - liaison with the IT support desk etc. NAV & KPIs Full awareness and understanding booking venues, RSVP management, event management etc. Assisting Financial Planners at client events. Function material etc. Submit orders for stationery, business cards, marketing brochures, client folders etc. to the
(including all transactions, queries, reporting etc.). Liaison between Financial Planner and product the solution - liaison with the IT support desk etc. NAV & KPIs Full awareness and understanding booking venues, RSVP management, event management etc. Assisting Financial Planners at client events. Function material etc. Submit orders for stationery, business cards, marketing brochures, client folders etc. to the
(including all transactions, queries, reporting etc.).
Liaison between Financial Planner and product
the solution - liaison with the IT support desk etc.
NAV & KPIs
Full
booking venues, RSVP management, event management etc.
Assisting Financial Planners at client events
room management, stationery, marketing material etc.
Submit orders for stationery, business cards
cards, marketing brochures, client folders etc. to the Partnership Operations Manager timeously to avoid
phone calls e.g. hospice branches, healthcare groups etc Ad hoc sales related admin Assist with the daily
insurance claims to managing agents for burst geysers etc. Obtain quotes for repairs due to latent damages
Follow-Up: Send email proposals from LinkedIn, Facebook, etc., and follow up with phone calls to set up meetings
Follow-Up: Send email proposals from LinkedIn, Facebook, etc., and follow up with phone calls to set up meetings