Technical Competencies and Responsibilities
services of an experienced Assistant / Financial Services Administrator to assist a Wealth and Portfolio
documentation and reports and offer your communication assistance during meetings and workshops. Top-notch organization
seeking the services of an experienced Advisory Assistant. This role will suit a candidate who has thorough
is seeking an EXECUTIVE PERSONAL ASSISTANT for a well-established, growing concern, previous working experience as an Executive Personal Assistant is essential.
Provide top-tier
seeking the services of an experienced Advisory Assistant. This role will suit a candidate who has thorough
may not be limited to:
Sectional Title Portfolio Manager To effectively assist by preparing & maintaining all relevant documentation listed in summary but not limited to, includes: • Assisting the STPM, • Typing of correspondence and minutes owners • Liaising with Chairman and Trustees • Assisting with preparation of monthly packs for the chairman in-house systems • Logging insurance claims • Assisting with maintenance issues • Management of emails Annual General Meeting notice and meeting prep • Assist with completing AGM workflows after AGMs • Submit
Sectional Title Portfolio Manager To effectively assist by preparing & maintaining all relevant documentation listed in summary but not limited to, includes: • Assisting the STPM, • Typing of correspondence and minutes owners • Liaising with Chairman and Trustees • Assisting with preparation of monthly packs for the chairman in-house systems • Logging insurance claims • Assisting with maintenance issues • Management of emails Annual General Meeting notice and meeting prep • Assist with completing AGM workflows after AGMs • Submit
(Not imited to) Office support and Communication Assist with procurement of HR consumable / office items Suite for written verbal and video communication. Assist with effective communication related to various informal/formal meetings and keeping minutes thereof. Assist with translation and circulation of notices on Reducing/managing waste. Assist with archiving where necessary. Payroll Data Administration Assist with payroll data the following: Processing of weekly payroll. Assistance with monthly payroll. Maintain and update attendance