Responsibilities will include:
right time, place, and price. The purpose of a Planner is to coordinate the flow of work and materials
MS teams/ zoom/ other suitable virtual meeting space Professional skills In depth knowledge of event
MS teams/ zoom/ other suitable virtual meeting space Professional skills In depth knowledge of event
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
We are hunting for a Workforce Planner on a contract basis for 12 months starting in the coming months
>Personal Assistant to Financial Planners
messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming details client queries/requests / instructions. Involving planner when advice and / or intermediary service required the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during part of implementation on instructions from the planner, post-client appointments Preparing and submitting
messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming details client queries/requests / instructions. Involving planner when advice and / or intermediary service required the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during part of implementation on instructions from the planner, post-client appointments Preparing and submitting