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
Responsibilities will include:
The Central Events and Conferencing Office is a new unit created by Stellenbosch University. This unit sits outside the traditional University framework in a spin out company. An exciting career opportunity exists for a dynamic Events Co-ordinator to help further grow the business. The main purpose
The Central Events and Conferencing Office is a new unit created by Stellenbosch University. This unit sits outside the traditional University framework in a spin out company. An exciting career opportunity exists for a dynamic Events Co-ordinator to help further grow the business. The main purpose
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
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
education or courses. The PA supports the Financial Planner in providing the required levels of client services operations and client services support to the Financial Planner and is the liaison person between the Financial queries, reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow client requirements on behalf of the Financial Planners. Adhere to the culture and principles of Treating documentation for engagement between Financial Planner and insurance client. FICA and AML capture and
education or courses. The PA supports the Financial Planner in providing the required levels of client services operations and client services support to the Financial Planner and is the liaison person between the Financial queries, reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow client requirements on behalf of the Financial Planners. Adhere to the culture and principles of Treating documentation for engagement between Financial Planner and insurance client. FICA and AML capture and
courses.
The PA supports the Financial Planner in providing the required levels of client services
operations and client services support to the Financial Planner and is the liaison person between the Financial
reporting etc.).
Liaison between Financial Planner and product providers (PPs).
Equipped to follow
client requirements on behalf of the Financial Planners.
Adhere to the culture and principles of
documentation for engagement between Financial Planner and insurance client.
FICA and AML capture
Umhlanga, Durban. Job Purpose: To manage all FTTH (Fibre to the home) orders Manage the processes fromreceiving Access Services is an advantage Sales, Coordinator, Fibre, Ticketing, ISP Communication allowance, medical