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
KEY JOB RESPONSIBILITIES:
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc
messages and relay them promptly to the Financial Planner.
Recording and saving telephone
Assisting the Financial Planner and Para-Planner with administrative tasks related to new based on instructions received from clients or the planner using the designated workflow process.
Managing appointment scheduling based on the Financial Planner's confirmed calendar.
Updating development.
Assisting the Financial Planner in attracting and retaining clients through excellent
Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc
space planning platform and distribute to space planners timeously. Run planogram publishing report and space planning manager. Monitor the ETC and space planners' response to the calls. Identify and resolve any information with third parties. You have the right to access this information while in our possession and make
space planning platform and distribute to space planners timeously. Run planogram publishing report and space planning manager. Monitor the ETC and space planners' response to the calls. Identify and resolve any information with third parties. You have the right to access this information while in our possession and make
Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM system
HR on all project resources required (access to building, network, etc and logistics such as workstation
administrative support to enable the Fiduciary Planner to implement and administer estate planning solutions